Eric Kodish is a CFP® professional with 14 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has managed multiple business ventures, including tax preparation and accounting firms as well as several real estate enterprises. Kodish’s career encompasses accounting and tax consulting alongside financial advisory roles. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and employs a range of custodians and third-party managers to implement its investment strategies.

Christopher Lawson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Stephen Wengryniuk is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic assessments and delegated portfolio management for its clients.

Bruce Johnson is a financial advisor with PNC Wealth Management in Frederick, MD. He holds a Series 66 designation and has 15 years of industry experience. Since 2010, he has worked with PNC Investments Inc. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk profiling and executes investments via approved models managed by PNC or third-party strategists, primarily through mutual funds and ETFs.

Andrew Mercer is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has worked at Stratos Wealth Partners since 2016 and previously at LPL Financial LLC and Uvest Financial Services Group, Inc. Outside of advisory services, he is a Maryland state notary and owns an LLC named 1772 Productions. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm operates on an IAR-driven model emphasizing customized portfolio management and employs an open-architecture platform integrating multiple third-party managers and overlay strategies.

Michael Russ is a financial advisor at Eagle Strategies (New York Life) based in Frederick, MD, holding Series 63 and 65 licenses with five years of industry experience. Before joining Eagle Strategies in 2023, he worked at ErgoMotion and has connections to NYLIFE Securities LLC and New York Life Insurance Company since 2020. He also spent 24 years at Serta Simmons Company prior to his financial services career. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services linked to insurance and annuity products. The firm’s approach emphasizes tailored solutions delivered mainly through non-discretionary accounts and involves a broad network of affiliated investment adviser representatives within the New York Life affiliate structure.

James Mc Neill is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with T. Rowe Price since 2018. Outside of his advisory role, he serves as a referee for men's and boys' lacrosse games through the Western Maryland Lacrosse Officials Association. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing proprietary mutual funds and ETFs in model portfolios guided by an online planning tool and supported by financial advisors.

John Creegan is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Randstad USA and Enterprise Rent-A-Car, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active managers overseen by an internal Investment Committee.

Robert Brill is a Certified Financial Planner® (CFP®) with 22 years of industry experience, currently serving at PNC Wealth Management since 2011. He holds the Series 66 designation and operates out of Frederick, MD. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and employs mutual funds and ETFs for portfolio management.

David Brinkley Sr. is a ChFC® credentialed financial advisor with 33 years of industry experience, currently with TLG Advisors, Inc. His prior roles include positions at The Leaders Group Inc., State of Maryland, and Cetera Advisors LLC. Outside of advisory work, he serves as an unpaid trustee for Monocacy Insurance, a subsidiary of Frederick Health. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing a research approach that combines fundamental analysis with Modern Portfolio Theory.

Solomon Nabdoya is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience with Bankers Life Securities and Bankers Life & Casualty, as well as roles outside finance including at Brightview Senior Living and in education. Nabdoya is also a 1099 agent for Bankers Life and Casualty Company, appointed to write insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios across multiple asset classes.

Justin Wunder is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Kendall Capital Management and Clever Profits, as well as teaching roles at McDaniel College and Century High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, offering diversified, risk-class based investment strategies that combine passive and active management supported by an internal Investment Committee.

Tamara Haskins is a financial advisor with Eagle Strategies (NY Life) based in Clarksburg, MD. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior work includes roles at Mahoney Financial Organization, BluePoint Financial, and New York Life Insurance Company. Outside of advisory work, she owns the Haskins and Haskins Group, LLC, which promotes her son Dwayne Haskins's football career, and serves as an officer of the Haskins Family Foundation, a nonprofit focused on community outreach and educational programming. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and primarily managing assets on a non-discretionary basis.

Michael Ament is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior firms include H. Beck, Inc. and Cetera Advisors LLC. He is also employed by TAG Advisors in a trading-related role. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and nonprofits through independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services using both proprietary and third-party model strategies across various platform arrangements.

Terry Glendenning Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he sublets part of his office suite to a construction management company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jason Bowers is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America for 11 years. Outside of his advisory role, he is also a financial planner at Convergent Financial Partners and an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Richard Streett V is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation. Additional professional experience, educational background, and personal interests are not provided.

Erica Nolan is a financial advisor at OSAIC with 19 years of industry experience and holds the Series 66 designation. She previously worked at Securities America Advisors and Securities America Inc for nine years before joining OSAIC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizes asset-allocation tools and third-party platforms, and manages portfolios across various investment types on both discretionary and non-discretionary bases.

Matthew Mcgreevy is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Legg Mason Wood Walker. He serves on the board and finance committees of Hood College in Frederick, Maryland. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market simulations.

David Mccabe is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, having previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with Centuria Financial Group, operating under a full-service DBA. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation through access to third-party asset managers and offers a range of services including financial planning, consulting, and insurance products.