Scott Eglseder is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Commonwealth since 2009 and is also president and sole owner of Eglseder Retirement Specialists, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Joseph Opalski is a financial advisor at VOYA Financial Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services and OSAIC. Opalski is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures.

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.

Brian Hardman is a financial advisor with Eagle Strategies (NY Life) based in Stevensville, MD, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His career includes long-term roles at Nylife Securities Inc. and New Life Insurance Co., alongside ownership of Alpha Solutions Group since 2020. Outside of his advisory work, he owns and operates a charter fishing boat, Lead Doy Charters, and serves as a board member of the Upper Bay Charter Captain's Association. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client goals, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Andrew Bull is a financial advisor with PNC Wealth Management, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cambridge Investment Research, Badger Creek Advisors, and Voya Investment Management. Outside of advising, he is involved as an agent with Aurora Insurance Group and Baker Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Tracy Simpkins is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Merrill, Truist Investment Services, and BB&T Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

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.

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.

Hugh Solomon Leslie is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements.

Jeffrey Richardson is a financial advisor with First Command Advisory Services in Annapolis, MD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with First Command entities since 2006 and operates Richardson Financial LLC, through which he manages his advisory business. First Command Advisory Services, an SEC-registered investment adviser, serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Robin Laird is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014. In addition to his advisory work, he operates as an independent insurance agent, specializing in the sales of fixed insurance products including life and disability insurance. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements.

Ian Barry is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments for ten years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and pension plans. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Kayla Gignac is a financial advisor at Truist Advisory Services with Series 66 credentials and one year of industry experience. Prior to joining Truist Advisory Services, she held positions at Truist Investment Services and Truist Bank. Her earlier work experience includes roles in the hospitality industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that leverages both discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

Stephen Derrick is a ChFC® credentialed financial advisor with Primerica Advisors in Annapolis, MD, where he has worked since 1999. He has 38 years of industry experience, including a long tenure with Guardian Life Insurance Company beginning in 1992. Outside of his advisory role, he serves as Vice President/President Elect of the South County Rotary Club with plans to become President in 2025. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates a range of financial planning and consulting solutions.

Jonathan Kuteyi is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wells Fargo Clearing, T. Rowe Price, and New York Life. His background also includes roles outside finance at Securiguard Inc. and Inter-Con Security LLC. 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 uses algorithmic risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Alyse Galasso is a financial advisor with Eagle Strategies (NY Life) in Annapolis, MD, holding Series 66 and Series 63 designations and approximately four years of experience in the industry. Her prior experience includes work at NYLIFE Securities LLC and New York Life, as well as employment at Towson University. Outside the financial sector, she has been involved with Crabknockers Seafood Market for several years. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Gretchen Butler is a financial advisor at First Command Advisory Services with 22 years of industry experience, including 11 years at her current firm. She holds Series 63 and Series 65 licenses. Butler serves as Treasurer for the Virginia Tech Alumni Association Annapolis Chapter. 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 offers financial planning and multiple wrap-fee asset management programs overseen by a centralized Investment Management Team and Wealth Portfolio Managers.

Katelyn Fisher is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research and Chesapeake Financial Planning. In addition to her advisory role, she serves as a paraplanner and is a notary public. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers portfolio management, financial planning, retirement plan services, and other investment solutions for individuals, high-net-worth clients, and institutions. The firm utilizes a combination of discretionary and non-discretionary management, fundamental and technical analysis, and digital advice platforms.

Evan Fishman is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and related entities since 2018, including Bb&T Investment Services from 2005 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment processes.