Stacy Albrecht is a financial advisor at Janney Montgomery Scott with 12 years of industry experience and holds a Series 66 designation. She has worked at Janney Montgomery Scott since 2010 in various roles. Outside of advising, she serves as a notary for Janney clients. Janney Montgomery Scott is a large, dually registered 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, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Brittany Chittams is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. She has been with T. Rowe Price since 2016, holding several roles within the firm. 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 primarily using proprietary mutual funds and ETFs. The firm emphasizes tax-aware portfolio management and employs Monte Carlo simulations for retirement income projections, with a minimum asset requirement to enroll in their services.

Eduardo Solang is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has one year of industry experience and is also a physical therapist’s assistant at Coastal Care Physical Therapy Clinic. In addition to his financial advisory role, he serves as an assistant team leader in the U.S. Army Reserve. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Michael Foss is a CFA® charterholder with 22 years of industry experience. He has been with Brown Investment Advisory & Trust Company since 2008. He holds Series 63 and Series 66 licenses and is based in Baltimore, MD. Brown Advisory provides investment management and advisory services to a diverse client base including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up fundamental research approach and offers a range of strategies across equity, fixed income, and balanced portfolios, as well as OCIO solutions and family office advisory.

Luke Land is a financial advisor at T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and Series 66 registrations with 10 years of industry experience. He has been with T. Rowe Price since 2016. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses proprietary mutual funds and ETFs within model allocations, emphasizing tax-aware strategies and delivering plans supported by an interactive online tool.

Gavin Chasney is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Conrad's Crabs, Pica and Associates LLC, and the University of Maryland College Park. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price funds and ETFs. The firm combines goals-based planning with online tools and telephone access to advisors, serving clients with approximately $250,000 or more in investable assets.

Joseph Anyanwu is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He previously worked at Vanguard Advisers and Vanguard Marketing Corporation, as well as several financial institutions in Nigeria, including Applink Capital Nigeria Limited and Stanbic IBTC Bank. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management utilizing proprietary T. Rowe Price mutual funds and ETFs. The firm employs tax-aware rebalancing and tactical allocations, with planning supported by an interactive online tool and Monte Carlo simulations.

Blake Hall Taylor is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds the Series 66 designation. His prior roles include positions at Convergence Financial, LPL Financial, Ascension Agency, MML Investors Services LLC, and Mass Mutual Life Insurance Company. Outside of his advisory work, he is associated with LegacyHall LLC. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning, tax-aware rebalancing, and Monte Carlo simulation tools.

Johanna Bathurst is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Kestra Advisory since 2016 and Kestra Investment Services since 2010. Bathurst is the owner of JLB Wealth Management Group, LLC, through which she provides client advising on investment strategies, retirement income planning, budgeting, and savings. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors and sovereign wealth funds.

Trevor Davis is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and beginning his advisory career in 2026. He previously worked nine years at Gregory Agency and spent one year as a full-time student at the University of Virginia. Janney Montgomery Scott LLC is a large dually registered 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, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Timothy Riley is a financial advisor at HB Wealth with three years of industry experience. He holds a Series 65 credential and previously worked at WMS Partners, LLC, The Home Depot, and Virginia Polytechnic Institute & State University. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management and a multi-strategy investment approach, including both public and private assets, as well as outsourced chief investment officer and institutional advisory services.

Dominic Soto is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in roles outside finance, including as an agent selling non-securities insurance products for Agia and as a bartender at Takoda Beer Garden & Rooftop Bar. Valic Financial Advisors serves 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 and financial planning services through a large network of advisors and employs discretionary unified managed accounts with tax-aware and ESG overlay options.

Matthew Stuckey is a CFP® professional affiliated with T. Rowe Price Advisory Services, Inc. He has 15 years of industry experience and has worked at T. Rowe Price since 2019. His prior roles include positions at Northwestern Mutual Wealth Management Company, Jason Bell, and Northwestern Mutual Investment Management. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which integrates nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households focused on retirement. The service employs model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, and features tax-aware rebalancing and Monte Carlo simulation–based financial plans delivered via an interactive online tool.

Kristopher Olenginski is a CFP® with 19 years of industry experience, currently advising clients at Janney Montgomery Scott since 2009. His credentials include the Series 66 license. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients through a range of brokerage, financial planning, and advisory programs.

David Freeman is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and currently based in Owings Mills, MD. He has experience spanning several firms, including Pure Finance Group, Thrivent Financial, and Baltimore Community Lending, and has been with T. Rowe Price since 2026. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining financial planning, retirement income strategies, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model allocations and tax-aware strategies to manage portfolios primarily designed for clients seeking structured retirement goals.

Frederick Zeller is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large, dually registered 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, and charitable organizations, offering brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Paul Sortino is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Timonium, MD. He holds the CFP® designation and securities licenses Series 63 and Series 65, with 18 years of industry experience. His work history includes roles at Worthington Financial Partners since 2010 and Equity Services, Inc. since 2007. Outside of advising, Sortino serves as a general board member and co-chair for the Maryland chapter of the Cystic Fibrosis Foundation. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates with multiple advisory platforms, frequently using third-party asset managers and model portfolios, and offers both discretionary and non-discretionary programs.

Zeyn Desai is a financial advisor with T. Rowe Price Advisory Services, Inc. in Owings Mills, MD, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at T. Rowe Price since 2019 and previously spent six years with PNC Bank and PNC Investments. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management primarily for individual investors and households. Their approach combines nondiscretionary, goals-based planning with discretionary investment management using proprietary mutual funds and ETFs, supported by online tools and telephone access to advisors.

Kevin Balliet is a financial advisor at PNC Wealth Management with two years of industry experience. He has worked at PNC Investments LLC since 2023 and has been with PNC Bank NA since 2019. He holds a Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot. The firm’s approach involves algorithm-driven portfolio selection and delegation of investment implementation to third parties, using mutual funds and ETFs with annual rebalancing.

Karen Brelsford is a CFP® professional with 23 years of experience in the financial services industry. She currently works at Independent Financial Group, LLC and has prior experience at Commonwealth Financial Network and CIC Wealth. She also owns JK Associates, LLC, a tax preparation and accounting firm, and volunteers at Bethany United Methodist Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through a variety of platforms, combining strategic asset allocation with both passive and active investment exposures.