Anthony Corea is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has been with Kestra Advisory since 2016 and affiliated with Kestra Investment Services, LLC since 2009. Corea also conducts financial planning through a registered representative capacity operating under the name Justin Retirement Capital Advisory. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and sovereign wealth funds, supports multiple management platforms, and provides both discretionary and non-discretionary advisory services.

Patrick Hartnett is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to his current role, he worked at Celtic Commercial Finance and The Federal Savings Bank. Outside of advising, he serves as a sports referee for Volo Sports. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and investment management to individual investors and households, using a combination of nondiscretionary planning and discretionary portfolio management with a focus on proprietary T. Rowe Price mutual funds and ETFs.

Tia Cantrell is a Series 66-licensed financial advisor with Transamerica Financial Advisors, where she has worked since 2022. She has three years of industry experience and also operates a private CPA practice through North Bethesda CPA and TG Riviera LLC. Additionally, she has held a project management role at the Federal Aviation Administration since 2012. 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 employs a model portfolio approach supported by third-party managers and operates an integrated retirement plan ecosystem with affiliated entities.

John Mc Kinnell is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds the Series 66 designation and has recently started his career in the industry. Prior to joining T. Rowe Price, his experience includes roles at Temple View Capital, Mosaic Asset Partners, and various positions associated with country clubs and educational institutions. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm employs a structured investment approach including tax-aware rebalancing and Monte Carlo simulations delivered through an interactive online platform.

David Powell is a CFA® charterholder with 13 years of industry experience. He is based in Baltimore, MD, and has been with Brown Investment Advisory & Trust Company since 1999. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, endowments, pension plans, and corporations. The firm employs a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including sustainable-investment integration, as well as private-fund and venture programs through affiliated entities.

Christopher Agnes Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at T. Rowe Price since 2019 and was previously employed at Willis Towers Watson from 2015 to 2019. Outside of his advisory role, he serves as a consultant for Higher Learning Academy, assisting with letter writing, applications, and record maintenance. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using proprietary mutual funds and ETFs. The firm combines goals-based planning with tax-aware portfolio management and delivers services through a blend of advisor access and online tools.

Scot Millen is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Private Advisor Group, LLC and LPL Financial. Millen uses the business name Brightworks Wealth Management for providing investment advice through Private Advisor Group. Creative Planning offers 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 includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Todd Gavelek is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 17 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account. The firm uses algorithmic questionnaires and third-party strategists to manage portfolios primarily through mutual funds and ETFs.

William Purcell is a financial advisor at William Blair with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Brown Advisory Securities, LLC for 15 years before joining William Blair in 2019. He also serves as co-trustee to the trust under Article VI of the will of Martin A. Purcell. 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 approach across multiple asset classes and offers proprietary portfolios, third-party sub-advisers, and access to private funds through its MB Investments Program.

Michael Johnson is a financial advisor at Janney Montgomery Scott in Towson, MD, holding a Series 66 designation with 12 years of industry experience. He has been with Janney Montgomery Scott and its affiliated entities since 2013. Janney Montgomery Scott LLP is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Scott Hall is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors since 2008. He also holds Series 63 and Series 66 licenses and has been affiliated with Agia since 2022. Outside of his advisory role, he is involved in a private mortgage business in Hagerstown, Maryland, primarily managing loan payments. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional overlay services for portfolio customization.

Craig Ristuben is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 credential and six years of industry experience. His prior roles include positions at M&T Bank, Educational Systems Federal Credit Union, and PNC Bank NA. He has been with T. Rowe Price since 2019. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which combines nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management for individual investors and households. The program employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations to inform financial plans and retirement income projections.

Daniel Bernstein is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital strategy pilot that uses algorithmic risk assessment and implements investments via approved model portfolios managed by PNC or third-party strategists.

Phillip Nguyen is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at StoneBridge Advisors LLC and several positions at the University of Maryland. Outside of finance, he has worked in the food service industry at Roggenart Bakery and Glory Days Grill. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage roughly $29.2 billion across close to 300,000 clients.

Dao Nguyen is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining T. Rowe Price in 2022, Dao worked at State Farm for seven years and was involved with V Pro Nails for six years. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, focusing on retirement planning for individual investors and households. The firm uses a combination of nondiscretionary financial planning and discretionary investment management with model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

Christopher Dobbins is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. His prior roles include positions at Allied First Bank and work as an independent insurance agent. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals through a combination of nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model allocations, tax-aware rebalancing, and Monte Carlo simulations within an online planning tool, with account management executed on a discretionary basis.

Christopher Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at William Blair since 2022. Prior to joining William Blair, he worked at Brown Advisory Inc. for seven years. Outside of finance, he was involved with Portside Tavern from 2010 to 2018. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing a research-driven approach across multiple asset classes and offering proprietary models and access to private funds through its MB Investments Program.

Christopher Brian is a financial advisor at PNC Wealth Management in Columbia, MD, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Finalis Securities LLC, Maverick Capital LLC, NewEdge Wealth, and UBS Financial Services Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend investment strategies implemented via mutual funds and ETFs.

Rachel Gabriszeski is a financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience and a Series 66 designation. She has been with T. Rowe Price since 2018 and has prior experience working in fitness and the food service industry. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm employs a combination of tax-aware strategies and Monte Carlo simulations through an online tool to support clients’ retirement goals.

Samuel Petti is a financial advisor with T. Rowe Price Advisory Services, Inc. holding a Series 66 credential and three years of industry experience. Prior to joining T. Rowe Price, he worked at Edge of Distinction Landscaping and Sunset Cove Restaurant. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program 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 investable assets generally starting at $250,000, providing financial plans and investment management supported by online tools and telephone access to advisors.