Bradley Comer is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining T. Rowe Price, his work history includes roles at Towson University and various service industry positions. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households focused on retirement goals. The firm combines goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs.

James Mc Neill is a financial advisor with T. Rowe Price Advisory Services, Inc. in Baltimore, MD, holding Series 63 and 66 designations and seven years of industry experience. Prior to joining T. Rowe Price in 2018, he held various roles including work with Pasquales Pizza and involvement with Team Maryland Club Lacrosse. Outside of his advisory role, he serves as an official referee for men’s and boys’ lacrosse games with the Western Maryland Lacrosse Officials Association. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm invests exclusively in proprietary mutual funds and ETFs, employing tax-aware strategies and model allocations tailored to clients’ retirement objectives.

Kaylie Jerdal is a financial advisor at Valic Financial Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Valic Financial Advisors, she worked in various roles including at Bluemercury and held positions at Westmont College. She is also an appointed agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account services supported by a large network of advisors and centralized technology.

Martin Allenbaugh Jr. is a CFP® professional with 34 years of industry experience, currently serving with T. Rowe Price Investment Services, Inc. since 2009. He holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm manages portfolios exclusively with T. Rowe Price mutual funds and ETFs, employing asset-location strategies and tax-aware rebalancing, and delivers financial plans and ongoing reviews through an interactive online platform.

Brian Woods is a financial advisor at MAI Capital Management, LLC with 35 years of industry experience. He worked at Geier Financial Management, Inc. for 18 years before joining MAI Capital Management in 2021. MAI Capital Management 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 customized portfolio management across a broad range of strategies while integrating financial planning and tax services into many client relationships.

Michael Ligons is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank and IBFS. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with a program that includes interactive online tools, telephone advisor access, and a model portfolio approach tailored to retirement goals.

Dennis Elliott Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 2008. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations alongside tax-aware rebalancing and Monte Carlo simulation-based financial planning.

John Mulligan Jr. is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining T. Rowe Price, where he has worked since 2019, he was employed at PayPal Inc. and Graul's Market. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals. The firm combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, using proprietary mutual funds and ETFs along with model allocations tailored to client needs.

Logan Simering is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior experience includes roles at T. Rowe Price and MML Investors Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by proprietary research and third-party platforms.

Leland Slack is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he has worked in various service and delivery positions, including as a delivery driver for Uber Eats and an agent selling non-securities insurance products for AGIA. Valic Financial Advisors is a large SEC-registered investment adviser serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm emphasizes centralized technology and model solutions, managing approximately $29.2 billion across more than 1,200 advisors.

Charles Cooley III is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and has additional experience with Agia and Firehouse Subs. Outside of his advisory role, he manages a short-term rental property on Airbnb. Valic Financial Advisors primarily 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.

Ross Snodderly is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has worked at T. Rowe Price since 2020. His prior work includes positions at Cherryvale Liquors, Hunt Valley Golf Club, Saint Mary's College of Maryland, and Patriot Pools. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes model allocations, tax-aware rebalancing, and Monte Carlo simulations to support retirement income planning.

Andrew Dietz is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior experience includes roles at Realta Investment Advisors, Inc. and Realta Equities, Inc. He is also a limited partner at Innovative Mission Systems, a company providing water monitoring solutions, and the owner of True Purpose, Inc., which focuses on spiritual leadership. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

James Lambert is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been with Valic Financial Advisors since 1997 and has also worked at Agia since 2022. Outside of his advisory role, Lambert manages an LLC involved in rental property management and serves as trustee of a revocable living trust. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Andrew Baxley is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining T. Rowe Price, he worked at Native Sons Inc and NewDay USA. Outside of his advisory role, he has been involved in the restaurant industry as a bartender at Uno Restaurant since 2014. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management for individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs.

John Juliano is a CFP® with 29 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2024. He spent 27 years at The Vanguard Group and has been an adjunct professor at Saint Joseph's University since 2007, teaching CFP-approved courses. Outside of finance, he owns a seasonal business selling water ice at carnivals and sporting events. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines goals-based planning, retirement income strategies, and ongoing account management supported by an interactive online platform.

Daniel Jemibewon is a financial advisor at Primerica Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Financial Growth Partners, Amazon, Citigroup, Google, Management Leadership for Tomorrow, and Procter & Gamble. Outside of finance, he is involved in life coaching. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party managers, and supports various investment options and lending solutions.

Tyler Fanyo Tabak is a financial advisor at Cerity Partners LLC with a Series 65 credential and less than one year of industry experience. His prior background includes various roles outside finance, such as full-time education and work at Circle K. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a wide range of services, including discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

George Davis is a financial advisor with Truist Advisory Services in Hunt Valley, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at various Truist-related entities since 2011, including Truist Investment Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary strategies, leveraging third-party platforms and AI-enabled research tools.

Rebecca Streamo is a financial advisor at HB Wealth with seven years of industry experience. She holds the Series 65 designation and has previously worked at TrustCounsel and WMS Partners, LLC. 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 offers wealth management, investment management, financial planning, and outsourced chief investment officer (OCIO) services, employing a combination of quantitative and qualitative due diligence across a variety of public and private investment strategies.