Matthew Bollinger is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 designations and began his advisory career in 2025. Prior to becoming a financial advisor, he worked in rehabilitation services at MedStar National Rehabilitation and other related organizations. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals through a combination of goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs.

Marie David is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023. Her prior experience includes roles at Maryland Capital Management and RBC Wealth Management. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that incorporates client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Patrick Fornadel 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 in 2023, he worked at X-Ceed Consulting and UPS, among other roles. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides retirement-focused financial 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, employing tax-aware strategies and interactive planning tools.

Joshua Whaley is a financial advisor at PlanMember Securities Corporation with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Capital One Financial and Aerotek, Inc. In addition to his advisory role, Whaley is licensed as a real estate agent with Coldwell Banker. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Julia Catuara is a CFP® with 36 years of experience, currently affiliated with Eagle Strategies (NY Life). She has been involved with Eagle Strategies since 2008 and also operates Catuara & Bell, Inc., through which she brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

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.

Daniel Tambellini is a CFP® with 27 years of industry experience. He has been with T. Rowe Price Advisory Services, Inc. since 2017 and previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2003 to 2017. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware strategies and Monte Carlo simulations to support retirement income planning.

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.

Harrison Green is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining T. Rowe Price, he worked at Simplicity Wealth Management, LLC and held roles at NEXT Bio-Research Services LLC and Granger Genetics, LLC. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and uses an interactive online tool for financial plans and retirement income projections.

Jason Policastro is a CFP® with nine years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. He has worked at T. Rowe Price since 2016 with a two-year period at Cornerstone Advisory from 2021 to 2023. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes proprietary mutual funds and ETFs within model-driven portfolios and offers planning supported by an interactive online tool and telephone access to advisors.

Camille Carlino is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining T. Rowe Price, she worked at Alta Vista Strategic Partners and has held various roles at Salisbury University and in local community positions. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning and discretionary investment management. The firm serves individual investors and households using proprietary mutual funds and ETFs, emphasizing model portfolios, tax-aware rebalancing, and Monte Carlo-based retirement income projections.

James Whelihan is a financial advisor at William Blair with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brown Advisory Securities, LLC and Deutsche Bank Securities Inc. Outside of his advisory work, 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 serves individuals, foundations, pension, and corporate clients with active, research-driven investment management and wealth services. The firm offers a range of proprietary models and access to private funds and co-investment opportunities.

Leah Powell is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining T. Rowe Price, she held various roles at companies including TEKsystems, Inc. and Balfour Senior Living. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households, utilizing proprietary mutual funds and ETFs. The firm combines goals-based planning with online tools and telephone access to advisors, and employs strategies such as tax-aware rebalancing and asset-location logic.

Jianmin You is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at People Builders Financial, Inc., Kaiser Permanente, and International Medical Group. He also provides health insurance options through several affiliations, including Donahoe & Associates LLC and IMG. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services. The firm employs a model portfolio approach combined with third-party managers and digital programs, managing approximately $1.7 billion in assets.

Jonathan Webb is a CFP® professional with seven years of industry experience, currently affiliated with T. Rowe Price Advisory Services, Inc. He previously worked at OSAIC, Lincoln Financial Advisors Corporation, and Charles Schwab & Co., Inc. In addition to his advisory role, Webb serves as a fiduciary and power of attorney for family members’ investment accounts. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, offering model portfolio allocations and employing tax-aware strategies within a technology-supported platform.

Mycha Marshall is a CFP® professional at T. Rowe Price Advisory Services, Inc. with nine years of industry experience. Prior to joining T. Rowe Price in 2024, he worked at Bestgate Wealth Advisors, LLC and Private Advisor Group, LLC. He also operates a small tax practice and a financial literacy and coaching business focused on budgeting and debt reduction. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using proprietary model portfolios invested in T. Rowe Price mutual 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.

John Gately is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and has 10 years of industry experience. He has been with T. Rowe Price since 2015. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management through a model portfolio approach invested exclusively in T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, emphasizing electronic enrollment and servicing with a focus on proprietary funds.

Connor Martin is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. He has worked at T. Rowe Price since 2023 and previously held roles at LPL Financial and Smyth Jewelers. Outside of his advisory work, he owns an eBay store called Dew Industry. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing exclusively proprietary mutual funds and ETFs. The firm combines goals-based planning with tax-aware portfolio management and offers ongoing financial plan reviews through its Retirement Advisory Service.

Steven Phillips is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of experience in the industry. Prior to joining T. Rowe Price, he worked at Lincoln Financial Advisors and has experience in media-related roles including positions at Rivet Campus Media and Maryland Media Inc. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial 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, combining goals-based planning with online tools and advisor support.