Brendan Mcpeake is a financial advisor at Equity Services, Inc. with Series 65 and Series 63 licenses. He has worked in the financial services industry for two years, including prior experience at Worthington Financial Partners and a background in community recreation with Baltimore County Parks and Recreation. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Monte Woodfin is a CFP® professional with 22 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2004 and also holds an agent position with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

David Brown is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has worked with SunTrust Advisory Service, Inc. since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools, to deliver its AMC Advantage manager-selection program and fiduciary support.

Mark Dawson is a Series 66-licensed financial advisor at &PARTNERS with 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 12 years at those firms before joining &PARTNERS in 2024. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients such as sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions alongside fundamental, technical, and quantitative analysis.

John Borth is a financial advisor with Truist Advisory Services in Baltimore, MD, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services since 2015. Outside of his advisory role, he manages rental property as a landlord. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and uses third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Robert Briggs is a financial advisor with Valic Financial Advisors in Timonium, MD, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1999 and also holds a position as an agent with Agia. Outside of his advisory work, Briggs serves as President of the Board of Directors for At Jacob's Well Inc., a nonprofit providing housing for mentally ill homeless individuals in Baltimore, and as Treasurer of the Board for the Children's Chorus of Maryland. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with overlay options for tax and ESG considerations.

Anthony Nhe is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price, Bank of America, Merrill, Horseshoe Casino, S3 Shared Services Solutions, and SECU. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income 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 Monte Carlo simulations to support retirement income projections.

Shawn Sacchetti is a CFP® professional with 18 years of industry experience, currently serving as an advisor at T. Rowe Price Advisory Services, Inc. He has been with T. Rowe Price Investment Services, Inc. since 2010. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households focused on retirement goals, using proprietary mutual funds and ETFs.

Cesar Silva Medina is a financial advisor at T. Rowe Price Advisory Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and StayNtouch Inc. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily through T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, using a model allocation approach with tax-aware strategies and interactive online planning tools.

Logan Levin is a CFP® professional with 10 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2019. Prior to this, he worked at The Vanguard Group, Inc. from 2015 to 2019. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service that combines nondiscretionary financial planning and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with at least $250,000 in investable assets, employing tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Raylonte Roach is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and R2 VISION, the latter of which he owned and operated. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing portfolios composed exclusively of T. Rowe Price mutual funds and ETFs.

Kiauna Tilley is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with T. Rowe Price since 2013. T. Rowe Price Advisory Services, Inc. offers a retirement-focused financial planning service that combines nondiscretionary goals-based planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households through a model portfolio approach exclusively using proprietary T. Rowe Price mutual funds and ETFs.

Christopher Wasson is a CFP® professional with 30 years of industry experience. He has been with Kestra Advisory Services since 2016 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Wasson serves on the board of LifeBridge Health/Sinai Hospital and is involved in real estate ownership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional investors and plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets.

Dylan Menefee is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining T. Rowe Price, he worked at Liberty Mutual Insurance from 2017 to 2020. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm employs model allocations implemented at the household level, with an emphasis on tax-aware rebalancing and utilizes an interactive online planning tool with Monte Carlo simulations for retirement income projections.

Ronald Campbell is a CFP®-designated financial advisor with 42 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent seven years at Global Financial Private Capital. He is also the owner of Anne Arundel Financial Services, where he works as an insurance agent specializing in fixed annuity sales. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and a variety of managed account solutions, employing both discretionary and non-discretionary investment approaches.

Brian Beckwith is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2013. Outside of his advisory role, Beckwith is a 50% owner of Lease Living, a real estate marketing business. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm uses model allocations and employs asset-location strategies, tax-aware rebalancing, and tactical adjustments within a structure designed for clients with investable assets generally starting at $250,000.

David Nichols is a CFA® charterholder with 13 years of industry experience. He has been with Brown Investment Advisory & Trust Company since 2001. Brown Advisory provides investment management and advisory services to a diverse client base including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach to construct concentrated portfolios across various mandates and offers a range of strategies including sustainable investing, model portfolios, and sub-advisory services.

Mark Shusterman is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining T. Rowe Price, he worked with D.C. United and the Philadelphia 76ers. Outside of finance, he works as a part-time delivery driver for DoorDash. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm employs a model portfolio approach with tax-aware rebalancing and delivers financial plans through an interactive online tool with periodic reviews.

Christopher Walczak is a CFP® professional with 14 years of industry experience. He is currently with HB Wealth, where he has worked since 2025. Prior to joining HB Wealth, he held roles at WMS Partners, Genspring - SunTrust Private Wealth/SunTrust Bank, and GenSpring Family Offices. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm offers wealth management, investment management, and financial planning services, including outsourced chief investment officer and institutional advisory roles, managing portfolios through a combination of quantitative and qualitative due diligence across a broad range of public and private investment strategies.

Thuc Phan is a CFP®-designated financial advisor with 11 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. in Owings Mills, MD. He has been with T. Rowe Price in various roles since 2016. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement goals, providing nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The program includes financial planning with Monte Carlo simulations and manages accounts on a discretionary basis once clients enroll and accept the investment proposal.