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 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.

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.

Tamara Trocha is a financial advisor at First Command Advisory Services with 14 years of industry experience. She holds a Series 66 designation and has been with First Command Advisory Services since 2015, having previously worked at affiliated entities since 2011. Outside of her advisory role, she serves as a township auditor for Hamiltonban Township. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Katy Chase is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Lighthouse Financial Advisors and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee and quantitative and fundamental research.

Michael Wali is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and more than 40 years of industry experience. His work history includes roles at First Allied Securities, Inc. and Lighthouse Wealth Management prior to joining Wealth Enhancement Advisory Services in 2021. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Vijay Dev is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Voya Financial Advisors, he worked at Jacob William Advisory, CWM, LLC, and T. Rowe Price. Outside of finance, he coaches parkour, freerunning, gymnastics, and related activities at Bolt Parkour and Freerunning Academy. Voya Financial Advisors is an enterprise-scale firm serving individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm uses a combination of in-house and external strategists alongside technology-driven tools to offer both discretionary and non-discretionary investment management.

John Stakem Jr. is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and has worked with various entities under the Bankers Life umbrella since 2013. Outside of advisory services, he is also an insurance agent licensed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with tailored portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized investment strategies across multiple asset classes.

Christian Edwards Saliu is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. Outside of advisory work, he is also an insurance broker providing sales and service for various insurance and annuity products. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions and manages a substantial portion of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Janine Sam is a CFP® with five years of industry experience, currently advising at Empower Advisory Group. Her prior roles include positions at GWFS Equities, Inc. and teaching appointments at Shepherd University and Massey University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through both standalone plans and managed account solutions.