Jennifer Viglucci is a financial advisor at William Blair with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at William Blair since 2019, having previously spent 12 years at Brown Advisory Securities. In addition to her advisory role, she serves as Treasurer of the Roland Park Civic League, a civic governing body in Baltimore. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

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.

Scott Patterson is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 15 years. Outside of finance, he performs live music at events such as weddings. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Sarah Flora is a ChFC® credentialed financial advisor with 11 years of industry experience. She has worked at AE Wealth Management, LLC since 2017 and previously spent four years at Everest Wealth Management and Everest Investment Advisors, Inc. Flora is also an officer at Flora & DiPaula Wealth Partners, where she is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines AEWM-managed, third-party, and advisor-managed models.

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.

Michael Medinger is a CFA® charterholder with five years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. Medinger is based in Hunt Valley, MD. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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.

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.

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 with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with T. Rowe Price since 2007. Outside of his advisory role, he coaches a competitive youth lacrosse team. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households primarily with proprietary mutual funds and ETFs, using model portfolios and a variety of tax-aware management strategies.

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.

Stephanie Boddiford is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. She has worked with Bankers Life and related entities since 2021 and previously held positions at T Rowe Price and Holland and Sherry. In addition to her advisory role, she is an appointed insurance agent authorized to sell Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and ongoing portfolio management using a mix of fundamental, technical, and cyclical analysis.

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.

Andrew Rutherford is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. He previously worked at Morgan Stanley for six years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Sara Bove is a financial advisor at Equitable Advisors with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Equitable Advisors, she held roles in education at the Howard County Public School System and operated two small businesses related to food and beverage service. Outside of advising, she works as a bartender for Nepenthe Brewing Co. and Nepenthe Home Brew LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.