Robert Costello is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Grove Point Investments, H. Beck, and Prudential. Outside of his advisory role, he is involved in rental property management. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Joseph Garrison is a CFP® professional with 21 years of experience in financial advising. He has worked at Wealthspire Advisors since 2018 and previously spent 14 years with Strategic Wealth Management Group, LLC. Outside of his advisory role, Mr. Garrison serves as a board member and Treasurer for Leadership Howard County, Inc., a nonprofit focused on community leadership development. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio review.

Nghiem Nguyen is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has worked at Wfg since 2001. Outside of his advisory role, he is involved in timeshare rental activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through a large advisor network and multiple program platforms.

Robert Karcz is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Merrill from 2010 to 2017 and has served at Commonwealth since 2017. He is also the president and owner of Stonehedge Financial, a private entity operating in securities, investment advisory, and insurance services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and practice-management support, enabling advisors to offer a wide range of securities and insurance products alongside discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Solomon Nabdoya is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Bankers Life Advisory, he worked in senior living and the food service industry. He is also a 1099 agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in portfolio management.

Michele Walthert is a CFP® and holds a Series 66 designation with 23 years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofits, and foundations, offering wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio review.

Tamara Haskins is a financial advisor with Eagle Strategies (NY Life) based in Clarksburg, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior work includes roles at Mahoney Financial Organization, BluePoint Financial, and New York Life Insurance Company. Outside of advisory work, she owns the Haskins and Haskins Group, LLC, which promotes her son Dwayne Haskins's football career, and serves as an officer of the Haskins Family Foundation, a nonprofit focused on community outreach and educational programming. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and primarily managing assets on a non-discretionary basis.

William Tyson is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets, Inc. and Betz Financial Advisory, LLC. Outside of his advisory role, he serves as a pastor at Woodlawn Baptist Church, where he occasionally speaks and oversees a small volunteer staff. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

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.

Matthew Main is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked across various Truist entities since 2015, including Truist Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jennifer Mac Lennan is a CFP® professional with 10 years of industry experience. She has worked at Burt Wealth Advisors for 10 years and currently is with Creative Planning, LLC. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis across various time horizons and primarily allocates assets among mutual funds and ETFs.

Rupal Jhaveri is a financial advisor at PNC Wealth Management with 24 years of industry experience. She previously worked at Wells Fargo Clearing Services, Citigroup, and Capital One Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot accessible to employees via online banking credentials. The firm utilizes approved model strategies with mutual funds and ETFs, employing algorithmic questionnaires for risk assessment and portfolio construction.

Melvin Morris Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lei Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Lei has been with Transamerica Financial Advisors since 2012 and is also involved with Financial Training Inc. and Insurance Marketing Center in roles outside of direct investment advisory. Lei previously worked with the Chinese Friendship Affairs Association, Inc. from 2018 to 2021. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm primarily employs model portfolios and third-party managers to implement its advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

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.

Garrett Scranton is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds a Series 65 credential and has previously worked at Sagevest Wealth Management, Olio Financial Planning, and served in educational roles including at Virginia Tech and in middle and high schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management strategies.

Bryan Slovon is a Series 65 licensed advisor with 17 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years at Global Financial Private Capital, LLC. He is also the owner of Stuart Financial Group, an insurance agency based in Greenbelt, MD, which he has operated since 1990. Additionally, Slovon serves as vice president of SFG Marketing, Inc., where he oversees branding and marketing activities. J.W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts using both discretionary and non-discretionary strategies that combine fundamental and technical analysis.

Moises Abascal Carrasco is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company and TD Bank. Cerity Partners provides customized wealth management and related services to individuals, families, trusts, business entities, charitable organizations, and institutional investors nationwide. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.