Robert Weisman is a financial advisor at SPC with over 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Parkland Securities, LLC since 2014. He has also been an independent insurance agent and operated his own firm, Robert Weisman & Assoc., since 1989. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Melissa Placek is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. She holds a Series 66 credential and has worked previously at Samuel, Son & Co, East Coast Poured Floors, Transportation Impact, and the Baltimore Orioles. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The service is designed for individual investors and households with a focus on retirement goals and includes online planning tools and annual reviews.

Erika Pagel is a financial advisor at Brown Advisory with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Brown Advisory since 2012. 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, as well as model portfolios and sub-advisory services.

Carly Neidecker is a financial advisor at Kestra Advisory with six years of industry experience. She holds a Series 66 designation and has previously worked at T. Rowe Price, Brown Advisory, and Wells Fargo Advisors. In addition to her advisory role, she is involved with JLB Wealth Management Group, providing financial planning and investment advising services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a range of services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets under management.

Caroline Michaels is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and previously worked at Financial Growth Partners and Brewbike. Outside of finance, she is involved with Sharon's Shaved Ice, a small business. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporations, and retirement plan sponsors, offering a range of financial planning and investment solutions including discretionary and model-based management programs.

Shantel Floyd is a financial advisor with Valic Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to her current role, she worked at ICMA Retirement Corporation and T. Rowe Price Advisory Services, Inc. In addition to her advisory work, she is involved in real estate investing, owning and operating Affordable Luxury Realty LLC and Affordable Luxury Corp. Valic Financial Advisors, Inc. 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 implements model-based investment strategies using Envestnet’s platform.

Angela Treff is a CFP® with 27 years of industry experience, currently affiliated with Kestra Advisory Services. She has held roles at Kestra since 2009 and has owned Craig & Treff Financial Services since 2004, where she provides income tax preparation, planning, and insurance services. Treff also serves on the finance committee of the Maryland Yacht Club. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors.

Seth Higgins is a financial advisor at HB Wealth with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining HB Wealth, he held roles at Equitable Advisors and Leadline Inc. Outside of his advisory work, Seth coaches varsity lacrosse at McDonogh School and assists with lacrosse camps and tournaments through Millon Events. HB Wealth Management is a registered investment adviser serving 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 provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Jennifer Whelley is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her career includes multiple roles at T. Rowe Price as well as a tenure at Fidelity Brokerage Services LLC. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm offers nondiscretionary planning combined with discretionary account management, utilizing tools such as Monte Carlo simulations and tax-aware strategies.

Natalie Whelton is a financial advisor at HB Wealth with six years of industry experience. She holds a Series 65 designation and previously worked at WMS Partners, LLC, and PNC Bank, NA. HB Wealth Management 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 uses a combination of quantitative and qualitative due diligence across public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Brendan Mcpeake is a financial advisor at Equity Services, Inc. with Series 65 and Series 63 licenses. He has been with Equity Services since 2025 and previously worked at Worthington Financial Partners. His background includes experience with Baltimore County Parks and Recreation and Ursinus College. Equity Services, Inc., operating 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, frequently utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading.

Monte Woodfin is a CFP® professional with 22 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2004 and also holds an agent position with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors 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.

David Brown is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at UBS Financial Services, Brown Advisory Securities, and Deutsche Bank Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches.

Mark Dawson is a financial advisor at &Partners with 25 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Deutsche Bank Securities. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by the Envestnet portfolio platform and NFS brokerage infrastructure.

John Borth is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 licenses and 35 years of industry experience. His previous roles include positions at UBS Financial Services and Morgan Stanley DW Inc. Outside of advisory work, he manages rental property ownership. Truist Advisory Services provides investment consulting and advisory services to a range of clients, including individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Robert Briggs is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 66 credentials and has 34 years of industry experience. He has been with Valic Financial Advisors since 1999 and previously worked at Agia beginning in 2022. He serves as President of the Board of Directors for At Jacob's Well Inc., a nonprofit providing housing for mentally ill homeless people in Baltimore, and is Treasurer of the Board of Directors for the Children's Chorus of Maryland. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts via Envestnet’s platform and providing optional tax-aware and ESG overlay services.

Christopher Wasson is a CFP® professional with 30 years of industry experience. He has been with Kestra Advisory Services since 2016 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Wasson serves on the board of LifeBridge Health/Sinai Hospital and is involved in real estate ownership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional investors and plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets.

Brian Beckwith 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 2013. Outside of his advisory role, Beckwith is a 50% owner of Lease Living, a real estate marketing business. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm uses model allocations and employs asset-location strategies, tax-aware rebalancing, and tactical adjustments within a structure designed for clients with investable assets generally starting at $250,000.

David Nichols is a CFA® charterholder with 13 years of industry experience. He has been with Brown Investment Advisory & Trust Company since 2001. 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 approach to construct concentrated portfolios across various mandates and offers a range of strategies including sustainable investing, model portfolios, and sub-advisory services.

Paul Chew is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Brown Advisory in Baltimore, MD. He has been with Brown Investment Advisory & Trust Company since 1995. Chew serves on the board of directors for Baltimore Life Companies, which provides financial protection products to middle-income individuals and businesses across the United States. Brown Advisory offers 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 approach to construct concentrated portfolios and provides a range of strategies, including sustainable-investment options and private-fund programs.