Grant Williams is a financial advisor at T. Rowe Price Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2018. Prior to that, he held roles in educational institutions including Manheim Township School District and Lincoln Intermediate Unit 12. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through T. Rowe Price mutual funds and ETFs. The service employs tax-aware strategies and Monte Carlo simulations to generate financial plans and is tailored for individual investors meeting specified asset minimums.

Justin Wunder is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Kendall Capital Management and Clever Profits, as well as teaching roles at McDaniel College and Century High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, offering diversified, risk-class based investment strategies that combine passive and active management supported by an internal Investment Committee.

David Bowen is a financial advisor at T. Rowe Price Advisory Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2020, with prior roles at Mariner Finance, Allstate Insurance Co, and MetLife Securities Inc. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, using proprietary mutual funds and ETFs alongside goal-based planning tools and Monte Carlo simulations. The firm serves clients with approximately $250,000 or more in investable assets.

Jaylen Fuller is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include work at Performance Dynamics and Pulse Check Plus LLC, and he has been affiliated with T. Rowe Price since 2022. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using proprietary mutual funds and ETFs within a goals-based framework supported by online tools and telephone access to advisors.

Linnea Cullings is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at T. Rowe Price from 2006 to 2018 and returned in 2019, with experience at David McCabe and Pruco Securities LLC during the same year. T. Rowe Price Advisory Services offers a retirement 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 strategies and uses Monte Carlo simulations for retirement income projections.

Tamara Haskins is a financial advisor with Eagle Strategies (NY Life) based in Clarksburg, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior work includes roles at Mahoney Financial Organization, BluePoint Financial, and New York Life Insurance Company. Outside of advisory work, she owns the Haskins and Haskins Group, LLC, which promotes her son Dwayne Haskins's football career, and serves as an officer of the Haskins Family Foundation, a nonprofit focused on community outreach and educational programming. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and primarily managing assets on a non-discretionary basis.

Jeffrey Burns is a CFP® professional with 21 years of industry experience and has been with T. Rowe Price Advisory Services, Inc. since 2016. Prior to joining T. Rowe Price, he held positions at Securian Capital of the Chesapeake, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, he serves as Treasurer for Hanover Area Little League in Pennsylvania. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning with discretionary investment management, primarily utilizing proprietary mutual funds and ETFs. The firm serves individual investors and households, emphasizing model portfolio allocations and tax-aware strategies to meet clients’ retirement goals.

Constance Weil is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds the Series 63 and Series 66 designations and has 33 years of industry experience. Weil has been with affiliated T. Rowe Price entities since 1992. Outside of her advisory work, she serves as secretary for Consult Your CFO, a non-investment-related business based in Sykesville, MD. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm manages portfolio allocations exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and tactical strategies, and delivers plans and ongoing reviews through an interactive online tool with telephone advisor support.

Tara Brummell is a CFP® professional with 11 years of industry experience currently advising at Truist Advisory Services. She previously worked at T. Rowe Price and Bank of America, among other firms. Brummell serves on the Community Leadership Board for the Y in Central Maryland and is a prospective board member of the Maryland chapter of the Exit Planning Exchange. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management approaches supported by third-party platforms and dedicated oversight teams.

Suzanne Mchugh is a financial advisor with Empower Advisory Group in Laurel, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Gwfs Equities, Inc., Rcm&D, Lockton Companies, LLC, and Lockton Financial Advisors, LLC, where she has served for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage accounts. The firm delivers integrated financial planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Matthew Main is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked across various Truist entities since 2015, including Truist Investment Services and SunTrust Advisory 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, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jonathan Charles Paez is a financial advisor with T. Rowe Price Advisory Services, Inc. in Owings Mills, MD, holding Series 66 and Series 63 licenses and having seven years of industry experience. He has been with T. Rowe Price since 2018 and previously worked at Allied Universal Security Services and Anne Arundel Medical Center. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios composed of proprietary mutual funds and ETFs. The firm combines goals-based planning with an online platform and financial advisor access, serving clients with approximately $250,000 or more in investable assets.

Lei Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Lei has been with Transamerica Financial Advisors since 2012 and is also involved with Financial Training Inc. and Insurance Marketing Center in roles outside of direct investment advisory. Lei previously worked with the Chinese Friendship Affairs Association, Inc. from 2018 to 2021. 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 primarily employs model portfolios and third-party managers to implement its advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Gloria Makino is a Series 66-licensed financial advisor with Independent Financial Group, LLC and has two years of industry experience. Prior to her financial services career, she spent nearly three decades as a performing artist, working as a singer, actress, dancer, pianist, and teacher. She also operates Makino Financial, a DBA used for marketing purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers various portfolio management solutions and financial planning services, utilizing both firm- and third-party models tailored to client risk profiles.

Brian Keeney is a CFP®-certified financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He has worked at Beacon Pointe Advisors since 2024 and previously operated Keeney Financial Group. Outside of finance, he has experience in the hospitality industry and education. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to individual and institutional clients. The firm employs a combination of active and passive investment strategies, utilizing third-party independent managers and proprietary private funds as part of its comprehensive portfolio management approach.

Zachary Reichenbach is a CFA® charterholder with experience at Kestra Advisory Services LLC since 2025. His prior roles include positions at Paradigm Forensics, LLC, Vallit Advisors, LLC, and Ellin & Tucker. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds.

Moises Abascal Carrasco is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at SOL Capital Management Company and TD Bank. Cerity Partners provides customized wealth management and related services to individuals, families, trusts, business entities, charitable organizations, and institutional investors nationwide. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Jordan Hucht is a financial advisor with Commonwealth Financial Network and holds the CFP® and ChFC® designations. He has 16 years of industry experience, including over a decade with Commonwealth and additional years at MassMutual Life Insurance Company. He is co-owner of Vision Wealth Partners, LLC, where he is involved in selling fixed insurance products and advising within a securities and advisory business structure. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Tony Perry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been self-employed since 2009. 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 platforms and AI-enabled research tools for investment oversight and manager selection.

Toni Whaley is a financial advisor with Planmember Securities Corporation in Elkridge, MD, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She is the owner and vice president of Paladin Advisor Group, a full-service financial planning practice, and serves as president of the Chartwell Business Park Association. Additionally, Whaley is president of the National Tax-Deferred Savings Association, focusing on advocacy and education for supplemental retirement savings plans. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.