Logan Grossman is a CFP® professional with 11 years of industry experience, currently serving at Valic Financial Advisors. He has worked at Valic since 2014 and also has experience with The Bozzuto Group. Outside of his advisory role, Grossman is a board member at Lighthouse Christian Academy, where he participates in governance and supports the school's mission. Valic Financial Advisors primarily 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 for portfolio construction.

Danica Campbell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with T. Rowe Price Investment Services since 2006. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning with discretionary investment management, serving individual investors and households with a minimum asset requirement. The firm implements portfolios using proprietary model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and delivering financial plans and income projections through an interactive online tool.

Jodi Credit is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Maryland Capital Management and Cushman & Wakefield. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, using tailored asset allocation, manager selection, and proprietary quantitative screens.

Christopher Edwards is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and five years of industry experience. His work background includes roles at Fidelity Investments and Equitable Advisors, along with earlier positions outside the industry. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The service uses proprietary mutual funds and ETFs with a disciplined investment approach and provides financial plans and reviews through an interactive online platform.

Tyler French is a financial advisor at HB Wealth with a Series 65 designation and one year of industry experience. His prior experience includes roles at WMS Partners, Founders Financial, LLC, and Stepstone Group. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning, with investment strategies that combine quantitative and qualitative due diligence across a range of public and private assets.

James Sweet is a CFP® professional with 11 years of experience in the financial services industry. He is currently with MAI Capital Management, LLC, having joined in 2025. His prior roles include positions at Court Place Advisors, LLC, TD Ameritrade, Inc., and T. Rowe Price. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutions. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 31, 2026.

Wesley Lindquist is a financial advisor at Bankers Life Advisory Services, Inc. with seven years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Thrivent Financial, Pruco Securities LLC, and Elite Income Advisors, Inc. In addition to his advisory work, Lindquist is involved in investment educational services through his own business. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals, risk tolerances, and time horizons.

Roger Young is a CFP® with 15 years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. since 2017. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a musician performing with a local rock band in Maryland. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, emphasizing model portfolio allocations and tax-aware strategies delivered through a combination of online tools and advisor support.

Joel Zapf is a CFP®-certified financial advisor with 18 years of industry experience, currently with T. Rowe Price Advisory Services, Inc., where he has worked since 2019. His prior roles include positions at Ameriprise Financial Services and VZN Group Wealth Management. His outside activities include managing a single-family residential property in Baltimore, MD. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households primarily focused on retirement goals and employs tax-aware rebalancing and Monte Carlo simulations within an online planning platform.

Joseph Killion is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Baltimore, MD. Killion has worked at T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The program serves individual investors and households, using proprietary mutual funds and ETFs with tax-aware rebalancing and Monte Carlo simulation-based planning tools.

Jared Taylor is a CFP® certificant with 19 years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, Bank of America, and Merrill Lynch. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management focused on retirement objectives. The firm employs model portfolios invested exclusively in proprietary mutual funds and ETFs, uses tax-aware rebalancing, and delivers financial plans supported by Monte Carlo simulations.

Michael Mcclean is a financial advisor at William Blair with 32 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining William Blair in 2021, he worked for Brown Advisory Securities, LLC for 15 years. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Ya Meng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with organizations including United Health Care and Kaiser Permanente and is co-owner of Octisys LLC, a company focused on software development and IT consulting. Meng also serves as a college consultant with the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a network of advisors and multiple program platforms that emphasize model portfolios and third-party managers. The firm supports individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses.

Michelle Barry is a Series 66-licensed financial advisor with 29 years of industry experience, currently with Transamerica Financial Advisors. Her career includes roles at Grove Point Investments, H. Beck, and Hornor Townsend and Kent. At Transamerica, she may also perform home office functions supporting other business units. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party investment models, supporting both discretionary and non-discretionary program options.

Alexander Vahsen is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He has been with T. Rowe Price since 2014 and holds the Series 66 designation. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employs tax-aware strategies, and provides financial plans with Monte Carlo simulations through an online platform.

Thomas Neubauer Jr. is a financial advisor at HB Wealth with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining HB Wealth Management in 2026, Neubauer worked for nine years at T. Rowe Price Associates and spent one year at First Home Mortgage. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, and financial planning services, using a combination of quantitative and qualitative due diligence across a broad range of public and private investment strategies.

Jennine Lacroix is a Certified Financial Planner (CFP®) with 27 years of industry experience. She has been with Wealthspire Advisors in Annapolis, MD since 2002. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management, financial planning, and trustee services, using an institutional-style asset allocation approach and a mix of investment vehicles.

Dustin French is a CFP® with 15 years of industry experience, currently affiliated with Empower Advisory Group. His prior roles include positions at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory work, he serves as a landlord for a rental property in Charlottesville, VA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail clients. The firm uses an integrated service model aligned with Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kelly Nowottnick is a financial advisor at HB Wealth with five years of industry experience. She holds a Series 65 designation and previously worked at WMS Partners and PNC Bank. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers services including outsourced chief investment officer and institutional advisory solutions.

Kelly Borth is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has four years of industry experience, including five years with Truist Investment Services and seven years with the Howard County Public School System. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.