Jeffrey Rogers is a financial advisor with PNC Wealth Management in Forest Hill, MD, holding Series 63 and Series 65 licenses. He has 24 years of industry experience, including 12 years at M&T Securities and nine years at PNC Investments. He is also a principal of Big Country LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessments and third-party portfolio management to implement investment strategies primarily via mutual funds and ETFs.

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 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Brown Advisory Securities, LLC for 19 years. Outside of his advisory role, 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 offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Lauren Szczybor is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including The Colony Group, LLC, T Rowe Price, Merrill, Lincoln Financial Advisors, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside private funds and ETFs.

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.

Vernon Cunningham is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 credentials and 29 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Jillian Olson is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 66 and Series 63 licenses and has 11 years of industry experience. Prior to joining her current firm, she worked at RBC Capital Markets. 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 using proprietary T. Rowe Price mutual funds and ETFs. The firm employs model allocations and tax-aware strategies and provides financial plans with Monte Carlo simulations through an online tool.

Sophia Stavisky is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. She holds the Series 66 designation and has prior experience at Cummings & Co., Northrop Realty, and Hankoff Insurance Group. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both proprietary and third-party strategies with ongoing portfolio monitoring and rebalancing.

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 credential and bringing 34 years of industry experience. His career includes roles at Morgan Stanley and Raymond James Financial Services. Outside of his advisory work, he manages communications related to home care and reparations for his elderly mother, a Holocaust survivor. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national advisor base. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, institutions, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.

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.

James Mc Neill is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and 66 designations and seven years of industry experience. Prior to joining T. Rowe Price in 2018, he held various roles including work with Pasquales Pizza and involvement with Team Maryland Club Lacrosse. Outside of his advisory role, he serves as an official referee for men’s and boys’ lacrosse games with the Western Maryland Lacrosse Officials Association. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm invests exclusively in proprietary mutual funds and ETFs, employing tax-aware strategies and model allocations tailored to clients’ retirement objectives.

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 financial advisor at Primerica Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Financial Growth Partners, Amazon, Citigroup, Google, Management Leadership for Tomorrow, and Procter & Gamble. Outside of finance, he is involved in life coaching. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party managers, and supports various investment options and lending solutions.