Jared Taylor is a CFP® certificant with 19 years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, Bank of America, and Merrill Lynch. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management focused on retirement objectives. The firm employs model portfolios invested exclusively in proprietary mutual funds and ETFs, uses tax-aware rebalancing, and delivers financial plans supported by Monte Carlo simulations.

Michael Mcclean is a financial advisor at William Blair with 32 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining William Blair in 2021, he worked for Brown Advisory Securities, LLC for 15 years. 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 employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Ya Meng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with organizations including United Health Care and Kaiser Permanente and is co-owner of Octisys LLC, a company focused on software development and IT consulting. Meng also serves as a college consultant with the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of advisors and multiple program platforms that emphasize model portfolios and third-party managers. The firm supports individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses.

Stephen Ridge is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Empower Retirement, Bank of America, Merrill, TD Ameritrade Investment Management, and Scottrade. Ridge volunteers as an event coordinator for the Boy Scouts of America, assisting in planning sporting events. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Slater Ottenritter is a financial advisor at William Blair with nine years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Lincoln Financial Advisors, Bank of America, and Merrill Lynch. 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 employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Alexander Vahsen is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He has been with T. Rowe Price since 2014 and holds the Series 66 designation. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employs tax-aware strategies, and provides financial plans with Monte Carlo simulations through an online platform.

Thomas Neubauer Jr. is a financial advisor at HB Wealth with nine years of industry experience. He has held Series 63 and Series 66 designations and previously worked at T. Rowe Price Associates for nine years before joining HB Wealth in 2026. 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, and institutional clients. The firm uses a combination of quantitative and qualitative due diligence across public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Dustin French is a CFP® with 15 years of industry experience, currently affiliated with Empower Advisory Group. His prior roles include positions at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory work, he serves as a landlord for a rental property in Charlottesville, VA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail clients. The firm uses an integrated service model aligned with Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kelly Borth is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has four years of industry experience, including five years with Truist Investment Services and seven years with the Howard County Public School System. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Joshua Martin is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. He is also an agent for Agia, where he is involved in non-securities insurance products. 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 manages investment portfolios and financial plans through a large network of advisors, utilizing discretionary unified managed accounts and offering tax-aware and impact overlays.

Stephen Mezzei is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has 22 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2008. T. Rowe Price Advisory Services, Inc. offers retirement-focused advisory services combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with minimum investable assets and uses model portfolios alongside an interactive online planning tool.

Adam Wlodarczyk is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has three years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. His prior work history also includes positions in accounting and technology firms. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory services and utilizes proprietary and third-party investment models.

Michael Festa is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has worked at T. Rowe Price since 2020 and previously spent six years at Bank of America and Merrill. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm uses model portfolios invested in proprietary mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for retirement planning.

Andre Newell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at T. Rowe Price since 2014 and previously spent three years at Uber. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households with significant investable assets. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and incorporates tax-aware rebalancing and tactical allocation strategies.

Rudy Santamaria is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked at Ameriprise Financial in several capacities including Client Relationship Manager - Retirement Specialist, Client Relationship Manager, and Client Support Associate between 2021 and 2023. Rudy also gained experience as an Analyst at Novus Partners from 2020 to 2021. Rudy's professional focus is on advocating for his clients and their financial goals. He emphasizes understanding each client's overall situation to provide personalized financial guidance and build tailored plans. Outside of his professional responsibilities, Rudy has interests in art, museums, music, outdoor adventures, reading, and theater.

Perry Bacon is a financial advisor with William Blair, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked at Brown Advisory Securities, LLC for 17 years before joining William Blair in 2019. He serves as a trustee to the Woodbourne Center Charitable Trust. 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, utilizing an active, research-driven approach across multiple asset classes.

Samuel Callard is a financial advisor at HB Wealth with nine years of industry experience. He holds a Series 65 credential and previously worked at WMS Partners, LLC. Outside of his advisory role, he serves as a trustee and chairman of the Investment Committee for the Baltimore Museum of Art. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers outsourced chief investment officer and institutional advisory services, managing portfolios using both public and private strategies across a broad range of investment vehicles.

Eric Bland is a CFA® charterholder with 10 years of industry experience. He currently serves as an advisor at HB Wealth Management, LLC, where he has worked since 2025, following a decade-long tenure at WMS Partners, LLC. Bland is a board member and treasurer for Mother Seton Academy, a nonprofit middle school. HB Wealth Management is a registered investment adviser offering 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 employs a combined quantitative and qualitative investment approach across public and private strategies and provides discretionary account management aligned with client objectives.

Randall Robinson is a financial advisor at Equity Services, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Prudential Insurance Company of America. Robinson serves as budget chair for the Mu Rho Chapter of Omega Psi Phi Fraternity. 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 using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Mark Scarborough is a CFP® professional with 21 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2004. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, using a combination of nondiscretionary planning and discretionary account management primarily invested in proprietary T. Rowe Price mutual funds and ETFs. The firm employs model portfolios with tax-aware strategies and delivers plans supported by an online interactive tool.