Weyman Gong is a financial advisor at Brown Advisory with 27 years of industry experience. He holds a Series 65 designation and has worked at Brown Advisory since 2018, as well as at Signature Financial Management, Inc. since 1998. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and charitable trusts and foundations. The firm employs a long-term investment approach with diversified allocations, combining active and passive strategies, and offers a range of services including discretionary portfolio management, strategic planning, and philanthropic planning.

Christopher Mclean is a financial advisor at Brown Advisory with 19 years of industry experience. He holds a Series 66 designation and has worked at Brown Advisory since 2018, as well as Signature Financial Management since 2010. Outside of his advisory work, he has conducted research on real estate purchases and sales with a focus on conservation easements since 2003. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and a smaller number of charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection.

Christopher Doyle is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Kingswood Capital Partners, LLC, Benchmark Investments Inc, Benchmark Advisory Services LLC, and Securities America Inc. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment approaches and integrates insurance-linked account management with affiliated financial entities.

Sean Meehan is a CFA® charterholder with 27 years of experience in the investment industry. He has worked at Brown Advisory since 2018 and previously spent 21 years at Bessemer Trust Co. NA. Meehan also contributes to the CFA Institute by reviewing and commenting on curriculum readings for the CFA program. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection to serve its clients.

Craig Stanley is an investment advisor representative with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Alera Investment Advisors, Triad Advisors, and Ameritas Life Insurance Corp. Stanley is also involved in retirement plan consulting through Summit Group 401(k) and participates as a member in business ventures with close associates. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and serves individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and model portfolios.

Kevin Felty is a financial advisor at Coppell Advisory Solutions LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Coppell Advisory Solutions LLC and Felty Life Agency since 2021. Outside of his advisory role, Felty is employed as a surgical technician at Children's Hospital of the King's Daughters. Coppell Advisory Solutions LLC, doing business as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm utilizes an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.

Lester Litchfield II is a financial advisor at Sound Income Strategies, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with MML Investors Services, MassMutual Life Insurance Company, and Horace Mann Investors, Inc. Outside of his advisory role, he serves as Business Manager at Colonial Baptist Church and is a board member of the Grace Biblical Counseling Ministry. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of asset management and insurance planning services.

Rose Bennetch is a financial advisor at Brown Advisory with 20 years of industry experience and holds a Series 65 designation. She has worked at Brown Advisory since 2018 and has also been with Signature Financial Management, Inc. since 2012. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations, offering discretionary portfolio management, strategic planning, and philanthropic planning. The firm employs a long-term, full-market-cycle investment approach, combining active and passive strategies while managing risk through diversified allocations and valuation discipline.

Jean Logan is a financial advisor at Brown Advisory with 15 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Brown Advisory in 2018, she worked at Signature Financial Management, Inc. since 2011. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with an Investment Solutions Group to select managers and support client liquidity needs.

Rupal Master is a Series 65-licensed financial advisor with 11 years of industry experience. She has worked at Brown Advisory since 2018 and maintains a role at Signature Financial Management, Inc. since 2016. Outside of financial services, she is a partner in R.K. Management LLC, which operates the Howard Johnson Inn in Virginia Beach. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts, providing integrated wealth management and portfolio management. The firm employs a long-term investment approach, blending global active and passive strategies with a focus on diversification, valuation, and tax efficiency, and features specialized affiliates and private market activities uncommon among many multi-team advisers.

Quinn Straayer is a financial advisor at Brown Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brown Advisory since 2018. Prior to that, he was with Signature Financial Management, Inc. from 2016. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts and foundations, providing integrated wealth and portfolio management. The firm combines global active and passive strategies in a long-term investment approach and offers services including strategic planning, tax organization, and estate planning, alongside access to alternative investments through its Investment Solutions Group.

Carter Furr Jr. is a financial advisor at Brown Advisory with 23 years of industry experience. He holds a Series 65 designation and has worked at Brown Advisory since 2018. Prior to that, he has been associated with Signature Financial Management, Inc. since 2002. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection, supporting clients’ liquidity needs through various private fund vehicles and credit facilities.

Stephen Harlow is a ChFC®-designated financial advisor with 33 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at USA Financial Securities and his own firm, Harlow Financial Associates. Outside of advisory roles, he provides financial services and consulting through Ideas by Mike, LLC. Advisory Alpha is an SEC-registered multi-team firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team using a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Amanda Gift is a financial advisor at Brown Advisory in Norfolk, VA, with 27 years of industry experience. She has been with Brown Advisory since 2018 and has worked at Signature Financial Management, Inc. since 2002. She holds a Series 66 designation. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts and foundations, offering integrated wealth and portfolio management along with strategic planning and specialized services. The firm employs a long-term investment approach that combines global active and passive strategies, risk management through diversification and valuation focus, and utilizes both affiliated and external managers supported by AI-enabled research tools.

Breann Savage Lyon is a financial advisor with Prospera Financial Services, Inc. in Norfolk, VA, holding a Series 66 designation and two years of industry experience. She has been with Prospera since 2018 and previously worked at Regent University from 2010 to 2018. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Adam King is a CFA® charterholder with 15 years of industry experience. He has worked at Brown Advisory since 2018 and has been with Signature Financial Management, Inc. since 2005. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach, combining active and passive strategies while managing risk through diversified allocations, valuation discipline, and attention to fees and taxes.

Aenon Wallace is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and MetLife. He also serves as a Navy Reservist officer. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management and financial planning primarily through managed advisory programs using third-party portfolio managers on the Envestnet platform. The firm combines advisory and broker-dealer services within a banking/credit-union group, providing clients with advisory and commission-based options.

Steven Milligan is a CFP® with 17 years of industry experience and is currently affiliated with Advisory Alpha, LLC. His career includes roles at multiple firms such as JB Wealth Advisors LLC and Blue Ridge Bank. Outside of advisory work, he is an adjunct lecturer at Old Dominion University teaching financial planning and is involved in business coaching, authorship, and speaking engagements through his own firm, Mike Milligan, LLC. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions like retirement plan services and 529/ HSA platforms. The firm also supports other registered investment advisors through subadvisory and co-advisory relationships and employs a diversified investment approach featuring managed portfolio series across various asset classes and strategies.

Matt Philips is a Financial Consultant at Fidelity Investments, where he has been since 2021. He assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. His approach includes building financial plans, identifying opportunities for improvement, and maintaining open communication. Matt has extensive experience within Fidelity Investments, having held various roles since 2006. His positions have included Planning Consultant, Senior Relationship Manager, and roles in the Investments Help Desk, Fixed Income Desk, and as an Investments Representative. This breadth of experience has contributed to his expertise in financial planning and investment management. Outside of his professional work, Matt is interested in traveling, volunteering, and writing.

Michelle Huffman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. Her prior work includes roles at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory work, she serves as an insurance agent and owns Nottingham Wealth Management Group, a support company. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, with an emphasis on ongoing monitoring and due diligence.