Gregory Palacorolla is a CFP® professional with 13 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2021, following a 13-year tenure at Geier Asset Management, Inc. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a broad range of customized portfolio strategies supported by integrated financial planning and monitoring processes.

Garmai Forlorma is a financial advisor at Creative Planning with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Lockton Companies, Triad Advisors, Wells Fargo Advisors, and T. Rowe Price Investment Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering comprehensive support through affiliated legal, accounting, and trust service entities.

Joseph Garrison is a CFP® professional with 22 years of industry experience. 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 manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation strategy, utilizing a combination of mutual funds, ETFs, private investments, and separate account managers, with a focus on tailored client service and centralized investment oversight.

Tara Brummell is a CFP® with 11 years of experience in the financial services industry. She currently works at Truist Advisory Services and Truist Investment Services, having joined in 2022, and previously held roles at T. Rowe Price and Merrill. Outside of her advisory work, she serves on the Community Leadership Board for the Y in Central Maryland and is involved with the Maryland chapter of the Exit Planning Exchange. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and integrates third-party platform and manager arrangements to support client portfolios.

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.

Jennifer Mac Lennan is a CFP® with 11 years of industry experience. She has worked at Creative Planning since 2025 and spent the prior 10 years at Burt Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside access to private market investments and various institutional services.

Bradley Schell is a CFP® with 17 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. from 2009 to 2026 before joining Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments in 2026. Outside of his advisory roles, he serves as an associate financial advisor through an independent contractor arrangement with Potomac Financial Group. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

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

Ekaterina Sheliga is a financial advisor at Prime Capital Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at StanCorp Equities, Inc. and Arthur J Gallagher. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, trustee services, and family office solutions, utilizing a range of investment strategies and platforms to manage accounts on discretionary and non-discretionary bases.

Gloria Makino is a Series 66-licensed financial advisor with Independent Financial Group, LLC and has two years of industry experience. Prior to her financial services career, she spent nearly three decades as a performing artist, working as a singer, actress, dancer, pianist, and teacher. She also operates Makino Financial, a DBA used for marketing purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers various portfolio management solutions and financial planning services, utilizing both firm- and third-party models tailored to client risk profiles.

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® with 17 years of industry experience and is currently with Citizens Securities, Inc. since 2022. Her prior experience includes roles at USAA Financial Planning Services, RBC Capital Markets, and Truist Investment Services. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital advisory program with ETF-based portfolios managed via proprietary algorithms and a Managed Account program.

Moises Abascal Carrasco is a Series 65-licensed financial advisor with one year of experience, currently with Cerity Partners LLC. He previously worked at SOL Capital Management Company for seven years and TD Bank for two years. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services, combining quantitative screening and manager selection with access to alternative and private market investments.

Jordan Hucht is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 16 years of industry experience. He has worked at Commonwealth since 2016 and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, Hucht is co-owner of Vision Wealth Partners, LLC, a business involved in securities and advisory services, and participates in selling fixed insurance products through this entity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationally. The firm offers a wide range of managed-account programs and access to third-party asset managers, providing support through discretionary and nondiscretionary portfolio management, retirement consulting, and custody services.

Tony Perry is a financial advisor with Truist Advisory Services in Olney, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at various SunTrust entities since 2013 and has been self-employed since 2009. 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, utilizing a blend of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

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.

Lisa Kim is a financial advisor at First Command Advisory Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily within First Command-affiliated firms since 2026. Kim serves on the boards of Baltimore Hire Power, a nonprofit focused on job training and placement, and the Korean American Grocers Association of Maryland, where she assists with administrative and event activities. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

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.