Brandon Reichert is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has held roles at Morty, Inc., United Financial Services, AmWay, and Transamerica Financial Advisors, where he also manages a team of life insurance agents and provides training and field support. Additionally, he offers mortgage origination services to clients outside of Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm utilizes a network of advisors and multiple program platforms to deliver advisory, brokerage, and retirement-plan services, often implementing model portfolios and third-party managers for investment management.

Matthew Cade is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has one year of industry experience and previously served eight years with the Virginia Beach Police Department. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to design and monitor model portfolios from a prescreened universe of managers.

Brandon Gaines is a financial advisor with Commonwealth Financial Network holding a Series 65 designation and three years of industry experience. He has worked at Widmann Financial Services and Commonwealth Financial Network since 2022. His background includes roles outside finance, such as positions in landscape design and coffee retail. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a wide range of advisory support services, including managed-account programs, third-party asset manager access, and custody and clearing services.

Kathryn Nevin is a Series 65-credentialed financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. She previously worked at J.W. Cole Advisors, Inc. and Stuart Financial Group for seven years and spent one year at New Day USA. Outside of advising, she serves as a power of attorney and executor for a client. Wealth Enhancement Advisory Services is a large firm managing over $122 billion in assets, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Kevin Williams is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His prior experience includes 16 years at H. Beck, Inc., along with ownership roles in Williams Financial Services and K.Q. Williams & Associates, which provides tax preparation and accounting services. He also serves as a church deacon, assisting with church services and congregation care. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investments tailored to client risk profiles.

Mark Donaldson is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wadsworth Wealth Advisor and Madison Avenue Securities. Donaldson is also involved in insurance sales through Wadsworth Financial Consulting, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion across over 127,000 clients.

Bridget Shanley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning her career in 2025. Her prior experience includes roles at LPL Financial and FinanceForward, LLC, along with non-financial work at Loyola University Maryland and Ace Aquatics. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing proprietary and third-party investment platforms and strategies to meet client goals.

Kyle German is a financial advisor with Eagle Strategies (New York Life) in Annapolis, MD, holding a Series 66 designation and 26 years of industry experience. He has been associated with New York Life Insurance Company since 2002 and has operated Neely German Financial Services, LLC since 2016. Outside of his advisory work, he serves as an officer and treasurer on the Board of Trustees for the Hammond-Harwood House and is an officer and treasurer for the Coastal Conservation Association Maryland. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of advisory services such as financial planning, retirement plan consulting, and investment management, primarily on a non-discretionary basis, with a focus on tailored recommendations aligned with client and plan sponsor objectives.

Charles Derrick is a financial advisor with Primerica Advisors in Annapolis, MD, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including long-term roles at Primerica Advisors, Guardian Life Insurance Co of America, and First Financial Group. Outside of his advisory work, Derrick serves as Treasurer of the BCAB Southern High School and chairs the South AA County Rotary Grants Committee. Primerica Advisors is an enterprise-level firm serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs, supporting a range of account types and strategies, including discretionary and non-discretionary management.

Michael Becker is a financial advisor with First Command Advisory Services in Annapolis, MD, holding Series 63 and Series 65 credentials and over 12 years of industry experience. He has been with First Command Advisory Services since 2015 and also has roles at affiliated First Command entities dating back to 2014. Outside of finance, Becker is involved in aviation education as an owner and flight instructor with 4D Aerosports Inc. and also owns the 4D Aero Foundation, a nonprofit focused on education and fundraising. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Paul Newton is a financial advisor with Centaurus Financial, Inc. in Bowie, MD, holding a Series 63 designation and 33 years of industry experience. He has worked at Centaurus Financial since 2010, with prior experience at Securities America Advisors and Securities America, Inc. Newton is also the owner of PLN & Associates, Inc., where he provides tax advice to clients and oversees tax preparation services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements with a mix of analytical approaches and specialized advisory options.

Jomo Hylton is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include work with Penn Mutual Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of financial advising, he is involved in retail sales of art through Amana Media, LLC, and owns a music and film production business called Amarna LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and works with third-party asset managers to provide tailored investment strategies.

Walter Worley IV is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with United Planners' Financial Services of America as a limited partner and also serves as president of W1 Wealth LLC. His prior work includes positions at Chesapeake Capital Associates, LLC and Fi360. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Damon Ridley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at LPL Financial and the Householder Group Estate & Retirement Specialists. He has been involved in realty since 2007 alongside his advisory career. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Robert Hansen II is a Series 66 credentialed advisor with eight years of industry experience. He has been with First Command Advisory Services and affiliated First Command entities since 2017. Prior to this, he worked for Kwikpoint, LLC for six years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Gill is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2016, and has operated Edward J Gill & Associates, P.A. since 2010. Outside of his advisory work, he serves as Treasurer for the Council of Unit Owners of Forest Office Park Condominium and is Vice President of the Maryland Anglers-Bass Fishing Club. Park Avenue Securities LLC serves a broad retail client base with a range of brokerage and advisory services, offering proprietary and third-party investment programs. The firm manages approximately $15 billion in regulatory assets under management and provides both discretionary and non-discretionary investment solutions.

Beverly Thomas is a financial advisor at PNC Wealth Management in Bowie, MD, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm's approach involves algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.

Christopher Morris is a financial advisor with First Command Advisory Services in Annapolis, MD. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his financial career, he served eight years in the British Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios.

Melanie Terry is a financial advisor with Eagle Strategies (NY Life) based in Bowie, MD, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies since 2000 and operates under the DBA Harbor Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of her advisory work, she serves as Treasurer and Officer of the Southeastern Laurel Howard Chapter of the Continental Societies Inc., a public service organization focused on programs for children in need. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Thomas O'Connor is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining Private Advisor Group and LPL Financial, he worked at Leidos in various roles from 2019 to 2025. He also founded O'Connor's Painting Service, Inc. in 2018. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including its proprietary WealthSuite platform, third-party TAMPs, and alternative investments, utilizing a fiduciary-based advisory model supported by technology platforms and multiple investment strategies.