Ryan King is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at BB&T Securities and Bbtis. Outside of finance, he owns a Sports Clips Haircuts franchise in Westminster, Maryland, where he dedicates time monthly to business strategy and operations. Truist Advisory Services provides investment consulting and advisory services to a broad range of clients, including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and oversight.

Jack Cross is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his career in 2025. Prior to joining Valic, he worked at Landmark Properties and Target Corporation. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and multiple wrap programs. The firm manages approximately $29.2 billion and supports nearly 300,000 clients through a network of over 1,200 advisors using a technology-driven approach and discretionary unified managed accounts.

Anthony Theodore is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Charles Schwab and Company, TD Ameritrade, and T. Rowe Price. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management through a range of model and customized portfolio options, serving clients frequently connected through TIAA-administered employer retirement plans.

Joseph Turek is a financial advisor at T. Rowe Price Advisory Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Merrill, The Prudential Insurance Company of America, Pruco Securities, and Bank of America. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which combines nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support retirement planning.

Zakia Weber is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with HB Wealth Management, LLC and has previously worked at WMS Partners, LLC, T. Rowe Price, and Merrill. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combined quantitative and qualitative investment approach across public and private strategies and offers services including wealth management, financial planning, and outsourced chief investment officer solutions.

Daniel Summers is a financial advisor at William Blair with eight years of industry experience. He holds a Series 66 designation and previously worked at Brown Advisory for five years before joining William Blair in 2019. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Tierra Mc Lain is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 designations and has 10 years of industry experience. Tierra has been with T. Rowe Price since 2013. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The program includes financial plans with Monte Carlo simulations, annual reviews, and is designed for clients with approximately $250,000 or more in investable assets.

John Santry is a financial advisor at MAI Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Court Place Advisors, LLC for 27 years before joining MAI Capital Management in 2025. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and related services into many client relationships.

Devon Jerrard is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Pruco Securities LLC, Prudential Insurance Company of America, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Andrew Hosse is a CFP® with 24 years of industry experience, currently affiliated with Equity Services, Inc. He has previously worked at National Life Group and Kovack Advisors, Inc. Outside of his advisory role, he serves as president of Hosse Financial Services, Inc., a CPA firm providing tax and accounting services. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, utilizing multiple advisory platforms and a combination of long-term and shorter-term investment strategies.

Amanda Campbell is a CFP® professional with 13 years of industry experience, currently working at Wealthspire Advisors since 2010. She is based in Fulton, MD. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension/profit-sharing plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

John Szymanski is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds the Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, and Equitable Advisors. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management, primarily using proprietary mutual funds and ETFs.

Brendan Winkler is a Series 65-registered financial advisor with seven years of industry experience. He has worked at MAI Capital Management, LLC since 2021 and previously spent nine years at Geier Asset Management, Inc. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management across various strategies, incorporating financial planning and tax services into many client relationships.

Keun Cheol Lee is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining T. Rowe Price, he worked at First National Bank of PA from 2023 to 2025 and was employed at Pennsylvania State University between 2013 and 2020. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individualized retirement planning and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with a focus on retirement goals through a combination of goals-based planning, online tools, and financial advisor support.

Michelle Kindrell is a Series 66-licensed financial advisor with Empower Advisory Group in Baltimore, MD, with seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, NYLIFE Securities LLC, and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Nicholas Bucciarelli is a financial advisor at T. Rowe Price Advisory Services, Inc. with a Series 66 credential and one year of industry experience. Prior to joining T. Rowe Price, he held roles at Live! Casino Hotel Maryland, Kohl’s Corporation, and Aces Spots LLC. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs along with an online planning tool and telephone support.

Ruzzell Grace Fleischmann is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with T. Rowe Price since 2007. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, implementing portfolio strategies with tax-aware rebalancing and Monte Carlo simulation-based financial plans.

Jonathan Holcomb is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Wells Fargo Clearing, and PNC Bank. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households with portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, using model allocations and tax-aware strategies implemented at the household level.

Jack Van Dopp is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining T. Rowe Price, he worked in various roles including at Carahsoft Technology Corp. and several restaurants, and has experience in education from positions at the University of Maryland and local schools. T. Rowe Price Advisory Services offers a retirement advisory program designed for individual investors and households, combining goals-based financial planning with discretionary investment management focused on T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and uses Monte Carlo simulations for retirement income projections.

Karen Mims is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Harbour Pointe Wealth Management since 2008. In addition to her advisory role, Mims serves as president of Scott Legal Group, a law firm where she provides tax and estate planning advisory services. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, providing a range of discretionary investment solutions and supporting a large advisor network with back-office and TAMP services.