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 Tedeschi is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Advisory Services, Cetera, and LPL Financial. Outside of his advisory role, he owns Visionairy Art, an AI art and t-shirt business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio approaches and custodial platforms.

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.

Brian Ferguson is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and ProEquities, Inc. since 2015, alongside his ongoing role at Bankers Life since 2009. In addition to his advisory work, Ferguson serves as a Unit Supervisor and insurance agent, focusing on the sale and training related to non-variable insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Eric Kodish is a CFP® professional with 14 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has managed multiple business ventures, including tax preparation and accounting firms as well as several real estate enterprises. Kodish’s career encompasses accounting and tax consulting alongside financial advisory roles. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and employs a range of custodians and third-party managers to implement its investment strategies.

Stephen Wengryniuk is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic assessments and delegated portfolio management for its clients.

Bruce Johnson is a financial advisor with PNC Wealth Management in Frederick, MD. He holds a Series 66 designation and has 15 years of industry experience. Since 2010, he has worked with PNC Investments Inc. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk profiling and executes investments via approved models managed by PNC or third-party strategists, primarily through mutual funds and ETFs.

Andrew Mercer is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has worked at Stratos Wealth Partners since 2016 and previously at LPL Financial LLC and Uvest Financial Services Group, Inc. Outside of advisory services, he is a Maryland state notary and owns an LLC named 1772 Productions. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm operates on an IAR-driven model emphasizing customized portfolio management and employs an open-architecture platform integrating multiple third-party managers and overlay strategies.

Michael Russ is a financial advisor with Eagle Strategies (NY Life) based in Frederick, MD, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at ErgoMotion and a lengthy tenure of 24 years at Serta Simmons Company. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm focuses largely on non-discretionary asset management and offers multiple advisory programs tailored to client and plan sponsor objectives within an integrated New York Life affiliate structure.

James Mc Neill is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with T. Rowe Price since 2018. Outside of his advisory role, he serves as a referee for men's and boys' lacrosse games through the Western Maryland Lacrosse Officials Association. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing proprietary mutual funds and ETFs in model portfolios guided by an online planning tool and supported by financial advisors.

John Creegan is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Randstad USA and Enterprise Rent-A-Car, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active managers overseen by an internal Investment Committee.

Robert Brill is a Certified Financial Planner® (CFP®) with 22 years of industry experience, currently serving at PNC Wealth Management since 2011. He holds the Series 66 designation and operates out of Frederick, MD. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and employs mutual funds and ETFs for portfolio management.

David Brinkley Sr. is a ChFC® credentialed financial advisor with 33 years of industry experience, currently with TLG Advisors, Inc. His prior roles include positions at The Leaders Group Inc., State of Maryland, and Cetera Advisors LLC. Outside of advisory work, he serves as an unpaid trustee for Monocacy Insurance, a subsidiary of Frederick Health. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing a research approach that combines fundamental analysis with Modern Portfolio Theory.

Justin Wunder is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Kendall Capital Management and Clever Profits, as well as teaching roles at McDaniel College and Century High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, offering diversified, risk-class based investment strategies that combine passive and active management supported by an internal Investment Committee.

Eric Jones is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and M&T Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online credentials. The firm’s approach emphasizes algorithm-driven model selection and portfolio implementation via mutual funds and ETFs, with third-party delegation of execution and proxy voting.

Michael Ament is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior experience includes over a decade at H. Beck, Inc. and several roles within Cambridge Investment Research and Cetera firms. Outside of his advisory work, he is employed by TAG Advisors in an investment-related role. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers a range of proprietary and third-party investment strategies.