David Brooks Jr. is a Series 66-licensed advisor with T. Rowe Price Advisory Services, Inc. He has seven years of experience with T. Rowe Price and four years in the financial industry overall. His prior work includes roles at Acre Mortgage, NFM Lending, Bayshore Mortgage Funding, and Dinosaur BBQ. T. Rowe Price Advisory Services offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management, primarily for individual investors and households. The firm uses proprietary mutual funds and ETFs alongside tax-aware strategies and provides financial plans supported by Monte Carlo simulations and ongoing reviews.

Monica Kim is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 66 designation and has worked previously at Charles Schwab, TD Ameritrade, and other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Kevin Somerville is a financial advisor with Independent Financial Partners in Baltimore, MD. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Somerville Investments, Colorado College, and Constellation Energy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Anthony Sainclair is a financial advisor at Wealthspire Advisors with one year of industry experience. He previously worked at South River Mortgage and NewDay USA. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, investment advisory, financial planning, family office support, and ERISA/retirement-plan services. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation and ongoing due diligence.

Joseph Stumbroski is a financial advisor with J.W. Cole Advisors, Inc. in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and operating Stumbroski & Associates, Inc., a separate business focused on traditional insurance sales. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary investment approaches.

Onyekachi Okoroafor is a financial advisor at HB Wealth Management with Series 63 and 65 licenses and one year of industry experience. Prior to joining HB Wealth, he worked at Huge Inc., IA Collaborative, and ZS Associates. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combined quantitative and qualitative due diligence process across various public and private investment strategies and offers services such as outsourced chief investment officer (OCIO) and institutional advisory solutions.

Jennifer Wagner is a financial advisor at HB Wealth with a Series 65 designation and less than one year of industry experience. Prior to joining HB Wealth, she worked in educational roles at Susquehannock Middle and High Schools and attended Coastal Carolina University. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. The firm also offers institutional advisory and outsourced chief investment officer services, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Sean Somerville is a financial advisor at Independent Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Realta Investment Advisors. Somerville owns Somerville Investments, where he manages client portfolios and develops comprehensive financial plans. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model, supports multi-advisor platforms, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Grace Boyle is a financial advisor at Beacon Pointe Advisors, LLC in Columbia, MD, holding a Series 65 designation with one year of industry experience. She previously worked at Keeney Financial Group and Freedom Mortgage. Outside of finance, she has experience working at Cottage Cafe. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs both active and passive strategies across multiple asset classes and manages proprietary private funds and interval funds alongside third-party investment managers.

Jennifer Kutchey is a CFP® with 18 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. Prior to joining MAI, she worked for 13 years at Lowe Wealth Advisors, LLC. MAI Capital Management offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and provides additional services such as trust administration and insurance through its affiliates.

Benjamin Defelice is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 20 years of industry experience, with 19 years at T. Rowe Price. Outside of his advisory role, he coaches a competitive youth lacrosse team in Maryland. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs model portfolio allocations invested exclusively in selected T. Rowe Price mutual funds and ETFs, integrating tax-aware strategies and Monte Carlo-based retirement income projections, with services delivered through a combination of telephone advisor access and an online planning platform.

Malick Ndoye is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at PDP Group/Amtrust Financial and Crocs Inc. Outside of his advisory role, he operates a sole proprietorship providing rideshare driving services. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes proprietary model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goal-based planning with online tools and ongoing advisor support.

Edward Tune is a financial advisor at Brown Advisory in Baltimore, MD, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Brown Advisory since 2013. Brown Advisory provides investment management and advisory services to a diverse range of institutional and individual clients, including high net worth individuals, endowments, pension plans, and corporations. The firm employs a bottom-up, fundamental research approach and offers strategies across equity, fixed income, and balanced portfolios, including sustainable-investment options.

Joseph Shortt is a financial advisor with Empower Advisory Group in Baltimore, MD, holding a Series 66 designation and two years of industry experience. Prior to joining Empower, he worked at Equitable Advisors and has held various roles including positions at Lowe’s, Walmart, and James Madison University. Outside of his financial advisory work, he is involved in the hospitality industry as part of the support staff at Nepenthe Brewing Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through Empower’s recordkeeping and administrative platforms.

Timothy Chesser is a CFP® professional with seven years of experience in the financial services industry, currently affiliated with LPL Financial. His prior roles include positions at Williams Asset Management, Commonwealth Financial Network, and Morgan Stanley. Outside of his advisory work, he is a contracted pianist at the Church of the Nativity and also works as a piano instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party asset management, and customized strategies, supported by advanced operational and research tools.

Cole Canuel is a financial advisor at Morgan Stanley in Baltimore, MD, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior experience in various roles including work at Premier Planning Group and MRE Capital. Outside of finance, he has experience at Bert Jabins Yacht Yard. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, emphasizing structured financial planning supported by proprietary tools and models. The firm manages trillions in client assets and offers both direct and employer-based financial planning services.

Anne London is a CFP® professional with 28 years of industry experience, currently serving at Equitable Advisors since 1999. She has held her position through the firm’s prior affiliation with Axa Advisors, LLC. Outside of her advisory role, she is an investment committee member and honorary national vice president of the National Council of Jewish Women and serves on the board of the Hebrew Burial and Social Services Society in Baltimore. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client needs and risk tolerance to match them with suitable program models or discretionary managers, utilizing a combination of third-party asset managers and firm-offered advisory programs.

Gavin Alwine is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, his background includes roles outside the financial services industry, such as positions at PetSmart, Chick-fil-A, and Keystone Bean LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm works with numerous third-party asset managers and utilizes various advisory models, emphasizing fiduciary services and a mix of proprietary and third-party investment solutions.

Carole Leitgeb is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her career includes roles at Lincoln Financial Advisors, Ameriprise Financial Services, Resource 1, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steven Crosby is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and Sunset Cove. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.