Aldric Johnson is a financial advisor with Eagle Strategies (NY Life) in Laurel, MD, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Crystal Clear Financial Group, Reveal Wealth, and Strategic Financial Associates. Outside of advisory work, he serves on the Board of Trustees for Holy Trinity School and owns an e-commerce business, The Ebony Exchange, LLC, which sells niche skincare, candles, and books. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types designed to tailor recommendations to client objectives, focusing primarily on non-discretionary assets and serving both individual and institutional clients.

Robert Burchetta is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes roles at LPL Financial, SEI Investments, Morgan Stanley, Bank of America, Merrill, and Credit Suisse Securities. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions—offering a range of services through affiliated and independent investment adviser representatives with an open-architecture investment approach incorporating multiple third-party platforms and managers.

Robert Beck is a financial advisor with Principal Financial Services in Myrtle Beach, SC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long-term roles at Principal Financial Services and Principal Life Insurance Company. Beck is also a board member of the Brighton Lakes Homeowners Association, assisting in the oversight of its management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. 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.

India Johns is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 26 years of industry experience, including prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Oppenheimer. Outside of her advisory work, she is the owner and partner of Sweetly Baked By J LLC, a bakery business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and alternative investment placement services.

Andre Muhammad is a financial advisor with Transamerica Financial Advisors holding a ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He also works part-time as an MRI technologist at several medical imaging centers. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party investment model portfolios.

Peter Perini Jr. is a financial advisor with Lincoln Investment in Rockville, MD, holding a Series 66 credential and three years of industry experience. Prior to joining Lincoln Investment, he held various roles including self-employment ventures and online selling. Outside of his financial advisory work, he operates an eBay store selling a variety of goods. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and serves as a fiduciary in ERISA/retirement advice.

Lala Balaoghlanova is a financial advisor with HSBC Securities (USA) Inc. in Gaithersburg, MD, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with HSBC Bank USA National Association and HSBC Securities since 2017. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment approaches with support from HSBC Global Asset Management and affiliated providers.

Eun Suk Ha is a CFP® professional with five years of industry experience, currently serving as an advisor at HB Wealth. Prior to joining HB Wealth in 2025, Eun Suk worked at WMS Partners and held positions with CoreCap Investments, Klauenberg Retirement Solutions, and State Farm. Outside of finance, Eun Suk is involved in music production, creating and uploading original music for other artists. HB Wealth Management provides wealth and investment management, financial planning, and institutional advisory services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm combines quantitative and qualitative due diligence across a broad range of public and private investment strategies and offers services including discretionary portfolio management and outsourced chief investment officer (OCIO) solutions.

Ian Seebachan is a financial advisor with Truist Advisory Services in Laurel, MD, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Caroline Girgis is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including United Capital Financial Advisers, Cetera Advisor Networks, Girard Securities, and Ameriprise. Outside of her advisory role, she serves as treasurer for the DC Association of Collaborative Professionals and works as a divemaster teaching scuba diving. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a comprehensive range of services including asset management, financial planning, and family office solutions, employing a mix of investment strategies and providing tax planning through an affiliated accounting subsidiary.

Michael Hoch is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and also has a long tenure at Kestra Investment Services, LLC and MLH Financial Services. He serves on the board of Maryland Hillel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, delivering services such as fiduciary consulting and plan-level investment advice supported by due diligence on investments.

Andrew Prevost is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services since 2010. Outside his advisory role, he is the owner of Meltzer Management Company, a holding company unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

William Jones is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cypress Wealth Management, Commonwealth Financial Network, PNC Investments, and Ameriprise. He also spends a portion of his time in fixed insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a broad client base and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Chima Uzobuihe is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience and a Series 66 designation. His career includes roles at Deloitte and involvement with the Maryland Health Benefits Exchange and Essential Benefits Alliance, where he manages Medicare Part C and D enrollments. He also works part-time in real estate sales. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with proprietary and third-party investment programs, including discretionary and non-discretionary options.

Jason Weszka is a financial advisor with Commonwealth Financial Network in Columbia, MD, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been affiliated with Vision Wealth Partners, LLC and Commonwealth Financial Network since 2016. Weszka is involved as a part-owner in entities related to insurance business and private offerings investment. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $212 billion in assets. The firm offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Colleen Clements is a financial advisor with Principal Financial Services based in Bethesda, MD. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Clements has served as a bank and trust officer supporting Principal retirement plan accounts, bridging the insurance, broker-dealer, and bank/trust divisions of Principal. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Gregory Wilkinson is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Deloitte Consulting, LLP. Wilkinson also serves as an independent contractor for 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 offers wealth and investment management, financial planning, and retirement plan advisory services, using customized long-term portfolios primarily composed of ETFs and mutual funds, supported by a network of approximately 286 advisors.

Jade Chang is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has six years of industry experience. Prior to joining Transamerica in 2020, Jade has been involved with Dynasty Inc. / DBA JC Pros since 2010, serving as a director in a transportation-related business. Outside of advisory work, Jade is also engaged in health insurance sales for Kaiser Permanente. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, offering integrated retirement plan solutions and affiliated product distribution.

Alexander Naula is a financial advisor with Principal Financial Services, holding a Series 66 designation and possessing one year of industry experience. His background includes roles at the International Monetary Fund and Deloitte, as well as experience in insurance and self-employment with NetSolver LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty military personnel overseas. 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.

Edward Vonlange is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2018. His previous roles include positions at Commonwealth Financial Network, Foundation Financial Advisors Inc., and The Advisors, Inc., where he has worked since 1998. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation across various asset classes.