Matthew Rodgville is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential. His prior work includes roles at Jacob William Advisory, Assured Partners, and Gorfine, Schiller & Gardyn. He also worked with the Tulane University Athletic Department. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary management using model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Jay Schuman is a CFP® with 18 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth, and Horan Capital Management, LLC. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering services such as investment management, financial counseling, family office support, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and manages a broad range of investment vehicles and strategies.

Michael Crumley III is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, LLC, SFG Wealth Management, LLC, Synergy Financial Group, and Towson University. Private Advisor Group, LLC serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various programs and third-party asset managers.

Sean Kelly is a ChFC® with 40 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has worked at Integrity Alliance since 2025 and previously held roles at Lion Street Advisors, Lion Street Financial, and Kestra Financial Services. Kelly serves as a board member of the Baltimore Area Council of the Boy Scouts of America and is President-Elect of the Baltimore Estate Planning Council for 2025-2026. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and third-party manager referrals to a diverse client base, including individual investors, corporations, and qualified retirement plans.

Laurence Seiden is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior experience includes roles at Goldman Sachs / United Capital Financial Advisers, Girard Securities, and Cetera Advisor Networks LLC. He serves on the External Affairs Committee of the Maryland Center for History and Culture. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Eliot Latchaw is a Series 66 licensed financial advisor with Janney Montgomery Scott in Bel Air, MD, bringing one year of industry experience. Prior to joining Janney, he served for 30 years with the Baltimore County Police Department. Janney Montgomery Scott 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 municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

Iuliia Musiienko is a financial advisor at PNC Wealth Management with a Series 66 designation and one year of industry experience. Prior to joining PNC Wealth Management, she worked at PNC Bank and held roles in the retail and education sectors, including at Royal Farms, Mug and Mallet Seafood restaurant, and the International Education Agency "Sputnik Studenta." PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online, discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements portfolios with mutual funds and ETFs managed by PNC or third parties.

Gennadiy Todd is a CFP® with seven years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at The Colony Group, Verdence Capital Advisors, and Buttonwood Financial Advisors. Outside of his advisory roles, he was involved with Fashion Your Way for five years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, and institutional clients, offering a range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers and integrates reporting across managed and held-away assets.

Jennifer Hoffman is a financial advisor at Creative Planning with one year of industry experience. She holds the Series 65 designation and previously worked at Lockton Investment Advisors, LLC for five years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Kirsten Sandberg is a financial advisor at Mercer Global Advisors Inc. with 23 years of industry experience. Her prior roles include positions at PNC Bank, Fisher Investments, JPMorgan Securities, and BNY Mellon. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate managers, and other strategies.

Steven Maxwell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Morgan Stanley & Co. LLC and Edward Jones. He is also an agent for National Life Group and Simplicity Group, providing non-variable insurance services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

David Hodnett is a financial advisor at CWM, LLC with two years of experience in the industry. He previously worked for Brown Advisory for ten years and has held roles at Jacob William Advisory and UPD Consulting. Outside of advising, he serves as a board member for the Forest Hill Swim and Tennis Club and the University of Maryland Francis King Carey School of Law Alumni Association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm employs model portfolios managed by an in-house Investment Committee and utilizes a combination of fundamental and technical analysis, third-party sub-advisors, and customized tools, with a strong focus on retirement plan and institutional services.

Stephen Pupa Jr. is a CFP® professional with 33 years of industry experience, affiliated with Commonwealth Financial Network. He has been associated with Commonwealth Equity Services, Inc. and First Susquehanna Financial Group, Inc. since 1997. Outside of his advisory work, he is involved in fixed insurance sales as an agent and operates Stephen Pupa, Inc., a securities-related company. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, and custodial services, serving both individual and institutional clients.

Richard Feliz is a financial advisor with PNC Wealth Management in Bel Air, MD, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with PNC Investments since 2012. Outside of finance, he has pursued a long-term career as a contract musician since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment strategies implemented via mutual funds and ETFs.

David Pellegrino is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Centaurus Financial since 2011. Pellegrino also serves as president of PFS Financial and The Eagle Group Financial Advisors. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, with assets managed under both discretionary and non-discretionary arrangements.

Wayne Griffin is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 36 years of industry experience. His career includes long-term roles at Scott & Stringfellow, Inc. and Bb&T Securities, LLC prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

David Stauffer is a financial advisor with Commonwealth Financial Network based in Bel Air, MD. He holds the CFP® and ChFC® designations and has 35 years of industry experience. Since 1997, he has been associated with First Susquehanna Financial Group, Inc., where he serves as vice president and co-owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, compliance, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing, with advisors able to construct portfolios from diverse securities and insurance products.

Joshua Pratta is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021, and has prior experience at Merrill Lynch, Pierce, Fenner and Smith, Inc., and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools.

Bradley Mainster is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 66 license, and has 32 years of industry experience. He has worked at Private Advisor Group since 2019 and has been with LPL Financial since 2010. Outside of his advisory role, he is involved in selling fixed insurance products through Covenant Financial Strategies, Inc. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a range of investment strategies and third-party asset management programs.

Amber Alguire is a financial advisor at AE Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at several firms, including Verity Asset Management and Appreciation Financial. Outside of advising, she owns JasXel On The Hill LLC, an e-commerce business selling crafts and other items. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors with internal consulting and licensing programs.