Katherine Lee is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds a Series 66 designation and has been with TIAA and TIAA-CREF since 2013 and 2015, respectively. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

William Chlan Jr. is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining MAI, he worked 17 years at Court Place Advisors, LLC and has operated his own legal and accounting practice as an attorney and CPA since 1992. His practice provides non-investment-related legal and accounting services and occasionally introduces clients to MAI Capital Management without obligation or referral fees. MAI Capital Management offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm manages $72.3 billion in assets and provides customized portfolio strategies using in-house managers, third-party sub-advisers, and various account models, along with trust and insurance administration services.

Lester Wolf is a financial advisor with Eagle Strategies (NY Life) based in Baltimore, MD. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His career includes long-standing roles at New York Life and Nylife Securities Inc. since 1993, and he is currently affiliated with Tactical Financial Group, LLC. Wolf also works as an insurance broker, providing insurance solutions outside of NYL products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its regulatory assets on a non-discretionary basis.

Thomas Ervin Jr. is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 credential and began his advisory career in 2025. Prior to joining T. Rowe Price, his experience includes roles outside of the financial industry and part-time work in education. 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 with a goals-based approach supported by an online planning tool and telephone access to advisors.

Robyn Hawkins is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 licenses. She has 13 years of industry experience, with previous roles at Prudential, Merrill, Bank of America, and Wells Fargo. Outside of her advisory work, she teaches English to refugee students as an instructor with Strong City Baltimore and coordinates after-school programs as a camp leader for Baltimore County Recreation and Parks. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Dylan Vasbinder is a Series 66 licensed financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. His prior roles include positions at Edward Jones and Morgan Stanley. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The service offers financial plans and ongoing reviews supported by an interactive online tool and telephone access to advisors.

Kalen Baxter is a financial advisor with Private Advisor Group, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at LPL Financial, Joseph Klein Associates, and New England Securities. He is involved with Joseph Klein Associates, which operates as a registered investment advisory business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes a combination of technology platforms and third-party managers to implement client strategies.

David Cosimano is a Series 66-licensed financial advisor with T. Rowe Price Advisory Services, Inc. He has one year of industry experience and has held previous positions at T. Rowe Price, FIS Global, Caruso, Smith, Picini, and Wells Fargo Advisors. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management to individual investors and households, using proprietary mutual funds and ETFs with a goals-based approach supported by online tools and telephone access to advisors.

Michael Yanchoris is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Yanchoris is also involved in insurance activities outside of Guardian Life. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services, offering proprietary advisory programs and a variety of investment options through an integrated operating model.

Alexander Faber is a CFP®, CFA®, and Series 66 designated advisor with eight years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Maryland Capital Management, TIAA, and Wake Forest University. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Sean Anderson is a Series 65-registered financial advisor with three years of industry experience. He is currently with HB Wealth Management, LLC and previously worked at WMS Partners, LLC and Greenspring Advisors, LLC. Prior to his financial career, he attended Kenyon College. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a discretionary investment approach that integrates quantitative and qualitative due diligence across a range of public and private strategies and provides consolidated quarterly reporting aligned with clients’ objectives and risk tolerance.

Patricia Almony is a financial advisor with Equity Services, Inc. and Worthington Financial Partners, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has prior experience with SunTrust Advisory Services and SunTrust Investment Services. Outside of advisory work, she is involved in crafting and scrapbooking and serves as a brand partner for a skincare, vitamins, and weight loss company. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments.

Nancy Briguglio is a financial advisor with Creative Planning, holding the CFP® and ChFC® designations and the Series 66 license. She has 42 years of industry experience, including prior roles at Private Advisor Group, LLC and LPL Financial, LLC. Ms. Briguglio serves on the advisory board of Allen & Shariff. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and offers a range of advisory and non-investment services.

Harold Lowe is a CFP® with 24 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, he led Lowe Wealth Advisors, LLC for 14 years. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies alongside integrated financial planning and advisory services.

Heather Follis is a financial advisor with PNC Wealth Management in Ellicott City, MD. She holds Series 63 and Series 66 designations and has 23 years of industry experience, including 19 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm’s investment approach uses approved model strategies with mutual funds and ETFs, annual rebalancing, and algorithm-driven risk assessment.

Brendan Mullally is a financial advisor with Empower Advisory Group in Baltimore, MD, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory work, he is involved as a lacrosse coach. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Joel Albert is a financial advisor with Eagle Strategies (NY Life) based in Timonium, MD. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to his current role, he was involved with Happy Paws Inc. for eight years. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, focusing primarily on non-discretionary asset management and tailored solutions aligned with client objectives.

Jonathan Giordani is a CFA® charterholder with 24 years of industry experience. He is affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and Planning Solutions Group. Outside of advisory services, he is involved as a senior vice president in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and utilizing both proprietary and third-party resources.

Andrew Riehl is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023. Prior to Cerity Partners, he was employed at Maryland Capital Management and Croft Leominster Investment Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative methods to build client programs across a variety of investment and planning services.

Michele Peele is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds the Series 63 designation and has worked at Janney Montgomery Scott since 2022, following six years at Wells Fargo Clearing and three years at Wells Fargo Advisors LLC. Michele serves as a Notary Public for the State of Maryland, providing notary services to clients on a volunteer basis. 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, offering brokerage, financial planning, consulting, and multiple advisory programs.