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.

Ioannis Papadimitris is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled tools, to assist clients in asset allocation, investment policy analysis, and fiduciary support.

Brad Glickman is a CFP® professional with 30 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Maryland Financial Group, Inc., and Kestra Investment Services, LLC. He is involved in insurance activities related to long-term care, life, and disability coverage. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based model includes proprietary managed account solutions and access to third-party managers and technology platforms.

Rebekah Porter is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, RBC Capital Markets, Nylife Securities LLC, and SFA LLC. She joined MAI Capital Management in 2025. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and provides a customizable investment approach across multiple asset classes and strategies, integrating financial planning and other services into client relationships.

Eduardo Solang is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has one year of industry experience and is also a physical therapist’s assistant at Coastal Care Physical Therapy Clinic. In addition to his financial advisory role, he serves as an assistant team leader in the U.S. Army Reserve. Transamerica Financial Advisors serves a broad 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Barbara Dietze is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been associated with NYLIFE Securities Inc. and New York Life Insurance Company since 1984. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kimberly Greiwe is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She currently works at Principal Financial Services and has held positions at Principal Securities, Principal Life Insurance, and Eaglestone Tax, among others. Kimberly is also a designated bank officer at Principal Trust Company, supporting retirement plan account management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Aldric Johnson is a financial advisor with Eagle Strategies (NY Life) in Laurel, MD, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Crystal Clear Financial Group, Reveal Wealth, and Strategic Financial Associates. Outside of advisory work, he serves on the Board of Trustees for Holy Trinity School and owns an e-commerce business, The Ebony Exchange, LLC, which sells niche skincare, candles, and books. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types designed to tailor recommendations to client objectives, focusing primarily on non-discretionary assets and serving both individual and institutional clients.

Robert Burchetta is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes roles at LPL Financial, SEI Investments, Morgan Stanley, Bank of America, Merrill, and Credit Suisse Securities. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base—including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions—offering a range of services through affiliated and independent investment adviser representatives with an open-architecture investment approach incorporating multiple third-party platforms and managers.

Robert Beck is a ChFC® accredited financial advisor with 37 years of industry experience, currently affiliated with Principal Financial Services. He has held various roles since 1992, including ownership positions at Beck, Smithbower, Ickes Financial, LLC and Beck Financial and Wealth Management, LLC. Beck also serves as a board member for the Brighton Lakes HOA, overseeing day-to-day management activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through direct advisory and promoter arrangements.

India Johns is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 26 years of industry experience, including prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Oppenheimer. Outside of her advisory work, she is the owner and partner of Sweetly Baked By J LLC, a bakery business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and alternative investment placement services.

Andre Muhammad is a financial advisor with Transamerica Financial Advisors who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 13 years of industry experience. In addition to his advisory role, he works part-time as an MRI technologist at multiple medical facilities in Maryland. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services featuring proprietary model portfolios and third-party money managers with both discretionary and non-discretionary program options.

Peter Perini Jr. is a financial advisor with Lincoln Investment in Rockville, MD, holding a Series 66 credential and three years of industry experience. Prior to joining Lincoln Investment, he held various roles including self-employment ventures and online selling. Outside of his financial advisory work, he operates an eBay store selling a variety of goods. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and serves as a fiduciary in ERISA/retirement advice.

Lala Balaoghlanova is a financial advisor with HSBC Securities (USA) Inc. in Gaithersburg, MD, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with HSBC Bank USA National Association and HSBC Securities since 2017. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment approaches with support from HSBC Global Asset Management and affiliated providers.

Eun Suk Ha is a CFP® professional with five years of industry experience, currently serving as a financial advisor at HB Wealth. Prior to joining HB Wealth, Ha worked at WMS Partners, CoreCap Investments, and Klauenberg Retirement Solutions. Outside of finance, Ha is involved in music production, creating and sharing original music online. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory and outsourced chief investment officer services, managing portfolios with a blend of quantitative and qualitative analysis across a variety of public and private investment strategies.

Dominic Soto is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in roles outside finance, including as an agent selling non-securities insurance products for Agia and as a bartender at Takoda Beer Garden & Rooftop Bar. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and employs discretionary unified managed accounts with tax-aware and ESG overlay options.

Ian Seebachan is a financial advisor with Truist Advisory Services in Laurel, MD, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SunTrust Investment Services, Inc. since 2012. 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 platform and manager arrangements to support its AMC Advantage manager-selection program.

Caroline Girgis is a financial advisor at Prime Capital Financial with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including United Capital Financial Advisers, Cetera Advisor Networks, Girard Securities, and Ameriprise. Outside of her advisory role, she serves as treasurer for the DC Association of Collaborative Professionals and works as a divemaster teaching scuba diving. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a comprehensive range of services including asset management, financial planning, and family office solutions, employing a mix of investment strategies and providing tax planning through an affiliated accounting subsidiary.

Michael Hoch is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and also has a long tenure at Kestra Investment Services, LLC and MLH Financial Services. He serves on the board of Maryland Hillel. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, delivering services such as fiduciary consulting and plan-level investment advice supported by due diligence on investments.

Andrew Prevost is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services since 2010. Outside his advisory role, he is the owner of Meltzer Management Company, a holding company unrelated to investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.