Mitchell Le Page is a Series 66-licensed financial advisor at Creative Planning with two years of industry experience. His prior roles include positions at T. Rowe Price and Wells Fargo Bank, N.A. Outside of finance, he has work experience in the food service industry with Grotto Pizza. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals while incorporating private market investments and institutional services.

Anthony Lippis is a financial advisor at Hornor, Townsend & Kent, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Penn Mutual Life Insurance Company and LPL Financial. He also assists with multi-line insurance sales and service for multiple carriers through his insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services and FINRA broker-dealer capabilities, working with both discretionary and non-discretionary accounts and managing billions in assets under management.

Justin Ramsburg is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and seven years of industry experience. Prior to joining Truist Investment Services in 2022, he worked at FCB Bank and Middletown Valley Bank. Outside the financial sector, he has managed JR Ramsburg Farm since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches with AI-enhanced research and integrated inter-affiliate services.

Juan Barrowes is a Certified Financial Planner (CFP®) and holds a Series 66 designation, with 32 years of industry experience. He has been with PNC Investments since 2007 and is based in Frederick, MD. Barrowes is affiliated with PNC Wealth Management, a firm providing retail brokerage and advisory services through model-based programs. The firm offers an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs, with portfolio implementation delegated to third parties.

Daniel Graber is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 10 years of industry experience. He has been with Kestra Advisory since 2017 and also serves as Vice President of Graber Financial Services, Inc., a firm he founded in 2004. In addition to his advisory work, he is involved in an investment partnership that focuses on publicly traded stocks. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Henry Wixon is a CFP® certificant and holds a Series 66 license with three years of industry experience. He is currently with PNC Wealth Management and previously worked at Merrill. Outside of finance, Wixon has worked as a freelance musician since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed portfolios focused on mutual funds and ETFs.

Christopher Miller is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and with 26 years of industry experience. His prior roles include positions at LPL Financial, Uvest Financial Services Group, Inc., and Morgan Stanley DW Inc. He operates investment advisory services through Miller Private Wealth Management, a business aligned with his work at Stratos. Stratos Wealth Partners, Ltd. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through affiliated and independent advisers using an open-architecture investment approach that integrates multiple third-party platforms and managers.

Christopher Swedberg is a financial advisor with PNC Wealth Management in Frederick, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product available to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessments and utilizes third-party managers for portfolio execution and oversight.

Edward Kain is a financial advisor with Truist Advisory Services in Frederick, MD, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, M&T Securities, and Citicorp Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

David Urovsky is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Spire Wealth Management, Lincoln Financial Group, Wealth Advisors Group, and Cwm Financial Group. He also works as a full-time insurance agent with Spire Insurance Agency. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Morgan Kelly is a CFP® professional with 13 years of industry experience, currently serving as a partner at Kestra Advisory. Prior to joining Kestra in 2020, he worked at Bank of America and Merrill from 2014 to 2020. Kelly is also a board member of the Rotary Club of Carroll Creek. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions.

Andrew Gilbert is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Raymond James & Associates, and Coldwell Banker Realty. Outside of his advisory work, he serves as president of AG Industries LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for PNC Bank employees. The firm employs algorithm-driven risk assessments to guide investment models implemented via mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Kenneth Graber is a CFP® with 35 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. He has worked with Kestra Advisory since 2016 and previously with Kestra Investment Services, LLC and Graber Financial Services, Inc. Outside of his advisory role, he is a trustee for The Mathias Washington County Charitable Trust, where he manages investment funds and oversees disbursements to charities. He also serves on the boards of local nonprofit organizations including Tabitha's Table Inc. and HOPE Prison Ministry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds.

Mohammad Amer is a CFP® and ChFC® financial advisor with eight years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He has held positions at several firms, including New York Life and MassMutual, and serves as Principal and CEO of Amer Financial Group. Outside of advisory work, Amer is involved in property management, owning and managing multiple rental homes. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to support primarily non-discretionary investment management.

Alexander Metzner is a financial advisor with Money Concepts Capital Corp in Frederick, MD, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Money Concepts Capital Corp since 2016. Outside of his advisory role, he serves on the investment committee of Liberty One Investment Management, LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and operates as an enterprise-scale adviser managing approximately $4.07 billion in client assets.

Lydia Hardy is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has been with Citibank N.A. since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, supporting both discretionary and non-discretionary investment solutions.

Stephen Waldych is a financial advisor with Truist Advisory Services in Frederick, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Truist Investment Services since 2003 and Truist Advisory Services since 2016. 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 offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs implemented through discretionary and non-discretionary arrangements, supplemented by AI-enabled research tools and supervisory oversight.

Melissa Holt is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Kestra in 2026, she worked at Morgan Stanley Smith Barney for 17 years. She also serves as a trustee and successor in various trust and estate roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Christopher Hofmeister is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Truist Bank and Bank of America. His background also includes a two-year period at Attaboy Brewery. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting along with third-party platforms and AI-enabled research tools.

Baron Springfield is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with Truist and its affiliated entities since 2014 in various roles. Outside of his advisory work, he serves as a resident agent for a family-owned Domino’s Pizza franchise business in Maryland in an unpaid capacity. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.