Daniel Dupuy is a CFP® and holds a Series 66 designation with nine years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Planning Solutions Group, and Triad Advisors, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

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.

Marshall Dearden is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at multiple firms, including Ameritas Investment Corp and M&T Securities, and is involved in investment management and portfolio trading through his roles at Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary 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.

Trevor Davis is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and beginning his advisory career in 2026. He previously worked nine years at Gregory Agency and spent one year as a full-time student at the University of Virginia. 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, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Ronald Appler Sr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at H. Beck, Inc. for 14 years and Cbiz Financial Solutions, Inc. for two years before joining Independent Financial Group in 2017. Appler is the owner of a marketing DBA, Rocky Mountain High Financial Services, and serves as a safety arms instructor. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models for portfolio management and offers a range of financial planning and retirement services.

Eun Suk Ha is a CFP® professional with five years of industry experience, currently serving as an advisor at HB Wealth. Prior to joining HB Wealth in 2025, Eun Suk worked at WMS Partners and held positions with CoreCap Investments, Klauenberg Retirement Solutions, and State Farm. Outside of finance, Eun Suk is involved in music production, creating and uploading original music for other artists. HB Wealth Management provides wealth and investment management, financial planning, and institutional advisory services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm combines quantitative and qualitative due diligence across a broad range of public and private investment strategies and offers services including discretionary portfolio management and outsourced chief investment officer (OCIO) solutions.