Dante Chestnut is a CFP® professional with eight years of industry experience. He has worked at T. Rowe Price Advisory Services, Inc. since 2017 and previously spent four years at Beltway Companies. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management for individual investors and households, utilizing proprietary mutual funds and ETFs. The firm combines nondiscretionary planning with discretionary portfolio management and emphasizes tax-aware strategies and model allocations tailored to client goals.

William Andrews Jr. is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel for 20 years. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and offers a range of advisory services including customized portfolio management and donor-advised fund advisory.

Anton Daire is a Series 66-licensed financial advisor with T. Rowe Price Advisory Services, Inc., where he has worked since 2026. His prior experience includes roles at Merritt Point Wealth Advisors, Life Time, and several other organizations. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes model allocations tailored to client households and uses tax-aware strategies alongside an interactive online planning platform.

Lauren Kobel is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has one year of industry experience and previously worked at Bonobos and Nordstrom. Janney Montgomery Scott LLC is a large 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.

Megan Belliveau is a financial advisor with HB Wealth Management and holds a Series 65 designation. She has two years of industry experience, including time at WMS Partners, LLC. Outside of finance, she works as a football official and support staff for various football organizations, including the Maryland Board of Football Officials and the National Football League, during the football season. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative investment process and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Matthew Klatsky is a financial advisor with &Partners in Baltimore, MD, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is the managing member of TB1711 DE LLC, an entity created to hold shares in &Partners' holding company. &Partners serves a diverse client base including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, employing a mix of proprietary models and third-party strategies supported by fundamental, technical, and quantitative analysis.

George Jankiewicz Jr. is a CFP® professional with over 31 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has held roles at Federal Training Corporation and The Phoenix Group, and he owns a CPA practice specializing in tax preparation and accounting. He is also involved in teaching and coaching through his ownership in Federal Training Corporation and as an instructor with The Phoenix Group. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and offers a mix of custodial and third-party management solutions, with a notable focus on non-discretionary account management.

Timothy Booker is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 9 years of industry experience. He has worked at T. Rowe Price since 2014 and previously was employed at Victoria's Secret from 2014 to 2020. T. Rowe Price Advisory Services, Inc. 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, supported by an interactive online planning tool and ongoing account management.

Erin Hogan is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at T. Rowe Price since 2018, following three years at AXA Advisors LLC. Outside of her advisory role, she serves as Treasurer for a family-owned construction business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested in proprietary mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulation tools to develop and manage retirement income plans.

Alexander Price is a CFP® professional at HB Wealth with seven years of industry experience. He previously worked at WMS Partners, LLC, and The Financial Consulate. Outside of finance, he has experience working at Fox Hollow Golf Course and Towson University. 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 employs a combined quantitative and qualitative investment process across a range of public and private strategies and offers outsourced chief investment officer and institutional advisory services.

Thomas Lawson is a CFP®-certified financial advisor with ten years of industry experience. He currently works at Creative Planning and previously held positions at PNC Investments and The Vanguard Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kristin Huber is a financial advisor with Commonwealth Financial Network in Towson, MD. She holds Series 65 and Series 63 licenses and has experience at Financial Council, LLC and Advance Business Systems. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Cindy Pepple is a financial advisor at William Blair with 27 years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021, following a 19-year tenure at Brown Advisory Securities, LLC. 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 equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Kyle Cotoia is a financial advisor at HB Wealth with a Series 66 designation and three years of industry experience. He has previously worked at WMS Partners, Retirement and Investment Group, and LPL Financial. 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, financial planning, outsourced chief investment officer (OCIO), and institutional advisory services, utilizing a combination of quantitative and qualitative analysis across public and private investment strategies.

Bernard Nowak II is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Brown Advisory since 2015. He holds Series 63 and Series 65 licenses and is based in New York, NY. 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 to construct concentrated portfolios and offers a range of strategies including sustainable-investment options, along with model portfolios and sub-advisory services.

Robert Garonzik is a financial advisor with Janney Montgomery Scott in Lutherville (Greenspring), MD, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, providing brokerage services, financial planning, consulting, and various advisory programs with a combination of in-house and third-party portfolio management.

Rahul Bhatti is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organizations since 2021, including Truist Investment Services and SunTrust Bank prior to that. Outside of his advisory work, he has an ownership stake in a Bruster’s ice cream franchise in Odenton, Maryland. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on integrated inter-affiliate service arrangements.

Jay Logwood is a financial advisor with Valic Financial Advisors in Linthicum Heights, MD, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Valic Financial Advisors since 2014 and is also associated with Agia, where he works as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across 1,239 advisors.

John Finigan III is a CFP® professional with six years of industry experience. He is currently with HB Wealth and has previously worked at WMS Partners, Wells Fargo Clearing, and JPMorgan Securities. His background also includes time at the University of Delaware and Diamond State Financial Group. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, utilizing a disciplined investment process across public and private strategies.

Aaron Sauro is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has been with T. Rowe Price since 2011. T. Rowe Price Advisory Services, Inc. provides 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 portfolios, tax-aware strategies, and uses an interactive online planning tool for financial plans and income projections.