Michael Grossman is a CFP®-certified financial advisor with 13 years of industry experience. He currently works at &PARTNERS and has previously held roles at Wells Fargo Clearing Services LLC, EMSAR, ICSEP, and T. Rowe Price. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and both proprietary and third-party strategies, managing accounts through discretionary and non-discretionary services.

Gregory James is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, he worked at various T. Rowe Price entities starting in 2019 and has experience at the National Museum of Transportation and American University. T. Rowe Price Advisory Services, Inc. provides 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, supported by an online planning tool and financial advisor access.

Robert Ankuma is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, JPMorgan Chase Bank, Edward Jones, Massachusetts Mutual Life Insurance Company, and PNC Bank. T. Rowe Price Advisory Services offers a retirement-focused financial planning and investment management program for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines nondiscretionary financial planning with discretionary account management and employs tax-aware strategies and Monte Carlo simulations in retirement planning.

Kevin Pittman is a financial advisor at VOYA Financial Advisors, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Nationwide Investment Services Corporation for 10 years and Ameriprise for 10 years in total. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services through a large network of investment adviser representatives, utilizing a combination of in-house and outside strategists alongside technology-enabled tools.

Kaitlyn Rothaus is a CFP® professional at Kestra Advisory with one year of industry experience. Prior to joining Kestra Advisory, she worked at Mosaic Asset Partners for three years and has experience in educational institutions including Johns Hopkins University and The SEED School of Maryland. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Andrew Hoffman is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining T. Rowe Price, he worked at several mortgage firms and served in AmeriCorps City Year. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, implementing model portfolios with tax-aware strategies and providing interactive financial planning tools.

Curtis Gross is a CFA® charterholder and Series 65 licensed financial advisor with seven years of industry experience. He is currently with Carson Wealth and CWM, LLC, having previously worked at FAI Wealth Management for 20 years and Northern Capital Management LLC for five years. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of partner offices and over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios and provides tailored solutions such as custom indexing and access to alternative investments.

Catrice Keys is a financial advisor at T. Rowe Price Advisory Services, Inc. with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining T. Rowe Price, she worked for Municipal Employees Credit Union for 12 years and took a sabbatical focused on obtaining education and skills. T. Rowe Price Advisory Services provides a retirement-focused advisory program for individual investors and households, combining financial planning, retirement income planning, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm emphasizes model allocations, tax-aware strategies, and offers plans and reviews supported by interactive online tools.

Hope Campbell is a CERTIFIED FINANCIAL PLANNER™ professional at Carson Wealth with three years of industry experience. Her work history includes positions at FAI Wealth Management and Willcox & Savage, P.C. She holds the Series 65 and Series 66 licenses. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and providing tailored solutions including alternative investments and third-party sub-advisors.

Charles Fuller is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the CFP® designation and has 22 years of industry experience, including prior roles at Charles Schwab, Merrill, and TD Ameritrade. Fuller is based in Owings Mills, MD. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. Its Retirement Advisory Service uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning, tax-aware strategies, and Monte Carlo simulations for retirement income projections.

Nicholas Dawson is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has eight years of industry experience. Prior to joining T. Rowe Price in 2018, he worked at Chesapeake Financial Advisors and Towson University. Outside of his advisory role, he has been employed at Chick-Fil-A since 2013. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, using asset-location and tax-aware rebalancing strategies, and provides financial plans and income projections through an interactive online tool.

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 at Transamerica Financial Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory role, Eduardo works as a physical therapist’s assistant at Coastal Care Physical Therapy Clinic and serves in the U.S. Army Reserve. Transamerica Financial Advisors serves a diverse 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 with a variety of investment programs and access to third-party money managers.

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, with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with T. Rowe Price since 2016. 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 primarily using proprietary mutual funds and ETFs. The firm emphasizes model portfolio allocations and tax-aware strategies delivered through a combination of financial advisor support and an interactive online planning tool.

Gavin Chasney is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining T. Rowe Price, he worked at Conrad's Crabs and Pica and Associates LLC, and was also affiliated with the University of Maryland College Park, L'Hirondelle Country Club, and Loyola Blakefield. 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 using proprietary mutual funds and ETFs. The firm emphasizes model portfolio management with tax-aware strategies and provides clients with online planning tools and telephone access to advisors.

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.