Stavros Rizakos is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth, Horan Capital Management, Morgan Stanley, Maller Wealth Advisors, and Lincoln Financial Advisors Corporation. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Carole Schreck is a CFP® professional with 13 years of experience, currently with Janney Montgomery Scott in Towson, MD. She has been with Janney Montgomery Scott in various capacities since 2015. Schreck serves on the Investment Management Committee at Friends School of Baltimore, contributing to the review and policy decisions of its investment portfolio. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and multiple advisory programs.

James Bryant is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2019. Bryant serves as a board member of the My Neighbors Foundation in Monkton, MD, which supports less privileged children in the Hereford zone through fundraising activities. 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, providing brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

John Goles is a financial advisor with Janney Montgomery Scott in Bel Air, MD, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Janney Montgomery Scott since 2013. Outside of his advisory role, he serves as Treasurer on the Finance Committee for Boys Hope Girls Hope Baltimore, a nonprofit supporting at-risk youth. 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 wide range of clients, including individuals, families, trusts, and institutions, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

James Whelihan is a financial advisor at William Blair with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brown Advisory Securities, LLC and Deutsche Bank Securities Inc. Outside of his advisory work, he serves on the finance committee of the Tudor Place Foundation and chairs the investment committee at St. David's Parish in Washington, DC. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with active, research-driven investment management and wealth services. The firm offers a range of proprietary models and access to private funds and co-investment opportunities.

Lauren Szczybor is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Colony Group, T Rowe Price, Merrill, Lincoln Financial Advisors, Penn Mutual Life Insurance Company, and other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Tyler Kuhn is a Series 66-licensed financial advisor at Empower Advisory Group with 11 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jillian Olson is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She previously worked at RBC Capital Markets, LLC from 2015 to 2017. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The service uses model portfolios and tax-aware strategies, providing clients with online planning tools and discretionary account management.

Sophia Stavisky is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Cummings & Co., Northrop Realty, and Hankoff Insurance Group, among other roles. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and financial services, including investment management consulting, brokerage, insurance products, and M&A advisory services.

Michael King is a CFA® charterholder with five years of industry experience. He has worked at HB Wealth Management since 2025 and previously at Asset Strategy Consultants, LLC, and Belay Group, LLC. King is a co-founder and board member of the Josie King Foundation, a nonprofit organization, and serves on the board of directors of Smart Patients, a for-profit company. HB Wealth Management 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 offers discretionary portfolio management aligned with client objectives and employs a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Joshua Mauer is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 35 years of industry experience. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, UBS Financial Services, and Legg Mason Wood Walker. Outside of his advisory work, he is involved in managing personal affairs related to home caregiving and liaising with community services for his mother, a Holocaust survivor. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Justin Myers is a CFP® with nine years of experience in financial advising. He is currently with Janney Montgomery Scott, where he has worked since 2018. Prior to that, he was with AXA Advisors for one year. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Michael Zinn is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households through a model-based, goals-driven approach supported by an online planning tool and ongoing reviews.

Kai Kressman is a financial advisor with HB Wealth, holding a Series 65 designation and three years of industry experience. Prior to joining HB Wealth in 2026, he worked at Verdence Capital Advisors and Morgan Stanley. Outside of his advisory role, he works as a server and bartender at 7 West Bistro & Grille in Towson, Maryland. HB Wealth Management 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 combines quantitative and qualitative due diligence across a range of public and private investment strategies and offers outsourced chief investment officer and institutional advisory services.

Jason Mcdonald is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Kestra Advisory since 2016 and has previous experience at Kestra Investment Services, LLC and Principal Mutual Life Insurance Company. He also holds a part-time teaching position related to investment topics at UMBC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, and serves large institutional investors, including sovereign wealth funds, through a variety of management platforms and third-party solutions.

Andrew Dietz is a financial advisor at Independent Financial Partners with 30 years of industry experience. He previously worked at Realta Investment Advisors and Realta Equities for 11 years before joining Independent Financial Partners and its affiliated entities in 2024. Outside of advisory work, he is a limited partner in Innovative Mission Systems, which provides water monitoring solutions, and owns True Purpose, Inc., a spiritual leadership company. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Bryan Tiger is a financial advisor at PNC Wealth Management with 14 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2024. He holds the Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available as an invitation-only pilot for employees. The program uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

Daniel Jemibewon is a Series 66-licensed financial advisor with Guardian Life, bringing one year of industry experience. His background includes roles at Amazon, Citigroup, Google, and Procter & Gamble. Outside of finance, he is involved in life coaching on a part-time basis. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, including proprietary programs and third-party platforms, to deliver tailored financial planning and investment solutions.

Tyler Fanyo Tabak is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. His background includes education-focused roles and part-time employment prior to joining Cerity Partners. Cerity Partners serves a wide range of clients including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach that combines client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

George Davis is a financial advisor with Truist Advisory Services in Hunt Valley, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at various Truist-related entities since 2011, including Truist Investment Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary strategies, leveraging third-party platforms and AI-enabled research tools.