Brian Hardman is a financial advisor with Eagle Strategies (NY Life) based in Stevensville, MD, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His career includes long-term roles at Nylife Securities Inc. and New Life Insurance Co., alongside ownership of Alpha Solutions Group since 2020. Outside of his advisory work, he owns and operates a charter fishing boat, Lead Doy Charters, and serves as a board member of the Upper Bay Charter Captain's Association. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client goals, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Andrew Bull is a financial advisor with PNC Wealth Management, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cambridge Investment Research, Badger Creek Advisors, and Voya Investment Management. Outside of advising, he is involved as an agent with Aurora Insurance Group and Baker Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Christopher Morris is a financial advisor with First Command Advisory Services in Annapolis, MD. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining First Command, he served in the British Army for eight years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centrally managed model portfolios and third-party managers approved by its Investment Management Team.

Jeffrey Richardson is a financial advisor with First Command Advisory Services in Annapolis, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with First Command entities since 2006 and operates Richardson Financial LLC, through which he manages his advisory business. First Command Advisory Services, an SEC-registered investment adviser, serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Robin Laird is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with VOYA Financial Advisors since 2014 and previously at Voya Financial Partners, LLC and Medallion Advisory Services, LLC. In addition to his advisory role, he is an independent insurance agent involved in the sales of fixed insurance products, including life and disability insurance. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, retirement plans, charitable organizations, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to provide both discretionary and non-discretionary investment management.

Ian Barry is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments for ten years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and pension plans. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Alyse Galasso is a financial advisor with Eagle Strategies (NY Life) based in Annapolis, MD. She holds Series 63 and Series 66 certifications and has four years of experience with New York Life and its affiliated entities. Outside of her advisory role, she has been involved with Crabknockers Seafood Market since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Gretchen Butler is a financial advisor at First Command Advisory Services with 22 years of industry experience, including 11 years at her current firm. She holds Series 63 and Series 65 licenses. Butler serves as Treasurer for the Virginia Tech Alumni Association Annapolis Chapter. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Katelyn Fisher is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research and Chesapeake Financial Planning. In addition to her advisory role, she serves as a paraplanner and is a notary public. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers portfolio management, financial planning, retirement plan services, and other investment solutions for individuals, high-net-worth clients, and institutions. The firm utilizes a combination of discretionary and non-discretionary management, fundamental and technical analysis, and digital advice platforms.

Evan Fishman is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and related entities since 2018, including Bb&T Investment Services from 2005 to 2021. 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 combines discretionary manager relationships with non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment processes.

Timothy Libby is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and affiliated firms since 2005, including Bb&T Investment Services and Bb&T Securities. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

William Ryon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2011 and previously held roles at Ridgeway Conger Advisory Services and Merrill. Outside of advisory services, he provides retirement and lifestyle education courses through the Retirement Educators Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based model, utilizing a variety of investment strategies and technology platforms while providing access to both proprietary and third-party managers.

Kevin Patterson is a CFP® professional with 18 years of industry experience, currently affiliated with Commonwealth Financial Network and Guardian Wealth. His prior experience includes 16 years at Valic Financial Advisors and two years at Agia. Outside of his advisory work, he owns KD Patterson Music, LLC, which manages a band based in Annapolis, MD. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, with discretionary model portfolios managed by its Investment Management and Research team.

Robert Moon is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Outside of his advisory role, he operates a hobby farm raising goats, cows, and pigs. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and brokerage services through a Private Advisor model supported by the Rockefeller Global Investment Management platform.

Robert Petty is a financial advisor with Morgan Stanley in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, focusing on tailored financial planning and a structured discovery process supported by firm-approved tools.

Michael Phillips is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

Mark Mc Mullen is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and at Bank of America, N.A. since 2024. He also has prior experience with Nationwide Insurance and Salisbury University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal Chief Investment Office models and third-party managers.

Stephen Sciannella is a financial advisor at Edward Jones in Arnold, MD, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Edward Jones in 2025, he worked at Cambridge Investment Research, Inc. (Montgomery Financial) and spent eight years at Paychex, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

David Ivey is a financial advisor with LPL Financial, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 23 years of industry experience, including prior roles at Nationwide Securities and the Charlie Deale Agency. Outside of his advisory work, he owns a business unrelated to investments called Ivey Services Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while also operating affiliated insurance and credit businesses.

Cullen Murray is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since joining the firm in 1993. He holds a Bachelor of Science degree in Finance from Towson University and maintains the Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) designations, and is a member of the Investments & Wealth Institute®. Cullen's expertise focuses on family wealth management strategies, institutional consulting, philanthropic planning, and services tailored for endowments, foundations, and non-profit organizations. He works with individuals and non-profits to help them achieve their goals through wealth accumulation, distribution, charitable giving strategies, liquidity management, and investment strategies. Residing in Annapolis, Cullen is actively involved in the community. He serves as a board member of the Anne Arundel Community College Foundation and as president and board member of the Friends of St. John's College. In his personal time, Cullen enjoys activities such as boating, golfing, running, scuba diving, surfing, swimming, and traveling.