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.

Sonya Coleman is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. She has worked with Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, as well as Fidelity Investments and PNC Bank. Outside of her advisory roles, she operated Swag Shoppe LLC for eight years. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

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.

Andrew Schwartz is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 66 and Series 63 designations and two years of industry experience. Prior to his current role, he held positions at Under Armour, Cohen, Snyder, Eisenberg & Katzenberg P.A., and Elon University Athletic Administration. His background also includes involvement with the Burlington Sock Puppets and Palanzo Martial Arts. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through T. Rowe Price mutual funds and ETFs.

Daniel Pineiro is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mitchell and Hastings Financial Services and InFocus Financial Advisors Inc. He also has experience outside finance, including work with The TJX Companies, Inc., and teaching at Century High School and Salisbury University. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement goals, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through proprietary T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and Monte Carlo-based financial planning delivered with telephone advisor access and online tools.

Eric Miller is a financial advisor with Janney Montgomery Scott in Towson, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Janney Montgomery Scott since 2006. 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 plans, and offers a range of brokerage, financial planning, and advisory services.

Adekemi Azeez is a financial advisor at T. Rowe Price Advisory Services, Inc. with 16 years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America, N.A. for ten years. 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 allocations and tax-aware strategies supported by an interactive online planning tool.

Gavin La Dore is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. He has prior experience at Ameriprise Financial and has been involved with various organizations including Sacred Heart Outreach Camp and Maryland Football. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Debra Hemphill is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. Her prior work includes roles at Liberty Tax Service and Macy's. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, using a combination of nondiscretionary planning and discretionary portfolio management primarily invested in proprietary T. Rowe Price mutual funds and ETFs. The firm employs a structured approach with tax-aware rebalancing and Monte Carlo-based retirement income projections.

William Peck is a financial advisor with Janney Montgomery Scott in Towson, MD, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at Brown Advisory Securities, LLC for 13 years before joining Janney Montgomery Scott in 2018. Peck serves as a board member and treasurer of the Kernan Hospital Endowment and is an investment committee member for the University of Maryland Medical System. 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 wide range of clients through brokerage services, financial planning, and advisory programs, using both in-house portfolio management and third-party managers.