Russell Jensen is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with PNC Investments since 2009. 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 third-party managed investment models.

Michael Alessi Jr. is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes over two decades at LPL Financial and Summit Investment Advisors, where he was also registered as an Investment Advisor Representative. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and large institutional investors. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Philip Lo 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 held positions at Ejji Ramen, Amazon, Instill LLC, Cypriana, and Royal Farms. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households with at least $250,000 in investable assets. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, integrating tax-aware rebalancing and Monte Carlo simulation-based retirement projections.

Martin Kangah Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Kestra Investment Services, MML Investors Services, MassMutual Life Insurance, and Morgan Stanley. T. Rowe Price Advisory Services offers a retirement-focused investment program combining nondiscretionary goals-based planning, retirement income planning, and discretionary investment management. The service utilizes model portfolios composed exclusively of T. Rowe Price mutual funds and ETFs and features annual reviews supported by an interactive online planning tool.

Joshua Rowe is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is currently an advisor at HB Wealth, where he has worked since 2025. Prior to that, he spent four years at WMS Partners, LLC, and three years at Orinda Asset Management. Outside of his advisory work, Rowe serves as an adjunct faculty member at Johns Hopkins University, teaching an economics course twice a week. HB Wealth Management is a registered investment adviser providing 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 with a capital markets-driven approach and incorporates a combination of quantitative and qualitative due diligence across a range of public and private investment strategies.

Sam Rice is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at T. Rowe Price since 2022. Outside of his advisory role, Rice serves as a consultant and liquidity partner at Birdland Ventures LLC, a real estate development firm. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program providing nondiscretionary financial planning, retirement income planning, and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs along with tax-aware strategies and Monte Carlo simulations to guide financial planning and account management.

Zachary Rutsch is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has been with T. Rowe Price since 2026. His prior experience includes roles at LandCare, Attaboy Brewing, and Stevenson University. Outside of finance, he is involved with Dreamland Christmas Tree Farm LLC and Attaboy Brewing. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The service uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combined with an online planning tool and telephone access to advisors.

Thomas Kenney is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily for individuals with existing relationships through TIAA-administered employer retirement plans, as well as for trusts, estates, partnerships, and small retirement plans. The firm operates within a vertically integrated group and serves as an adviser to a donor-advised fund.

Andrew Tarantula is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. He has worked at T. Rowe Price since 2019 and previously held positions at The Baltimore Country Club, Towson University, and Atlantic Coast Athletic Club. He holds a Series 66 designation. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service that combines financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and uses tax-aware strategies along with Monte Carlo simulations for retirement income projections.

Jeffrey Weiner is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Benjamin F. Edwards in 2013, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as co-trustee for close family friends' trusts and as trustee for his grandchildren's trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment and retirement consulting, and brokerage services, utilizing both proprietary and third-party investment strategies.

Robert Nordeen Jr. is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2009. He is also affiliated with RetirementQuest Planning 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 and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, and compliance support, enabling advisors to offer customized portfolios and model-based investment solutions.

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.

Moises Reyes Campos Jr. is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he has worked in various positions including at Aldi USA and in education at the University of Maryland Robert H. Smith School of Business and two high schools. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses proprietary T. Rowe Price mutual funds and ETFs within model allocations, supported by an online planning tool and financial advisor access.

Shawn Kalendek is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at T. Rowe Price since 2020, including his current role since 2026. Prior to that, he held positions at Mariner Finance and Towson University and was involved with The All American Steakhouse and Sports Theater. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and investment management to individual investors and households. The firm manages portfolios using proprietary T. Rowe Price mutual funds and ETFs, combining discretionary investment management with nondiscretionary, goals-based planning supported by an online tool and telephone access to advisors.

Erich Luebkert is a CFP® with 21 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. since 2021. Prior to this, he worked for THE Vanguard Group, Inc. for 17 years. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning and discretionary investment management primarily using proprietary mutual funds and ETFs. The service addresses individual investors and households, providing financial plans and portfolio management through a model allocation approach with tax-aware rebalancing and Monte Carlo-based retirement income projections.

Linley Pangan is a financial advisor at T. Rowe Price Advisory Services, Inc. with nine years of industry experience. He holds Series 63 and Series 66 registrations and has worked at T. Rowe Price since 2017, following two years at Bank of America. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and asset-location strategies.

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.

Parker Bell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining T. Rowe Price, he worked at Prosperity Capital Partners and Fay Servicing. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement goals, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs.

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.