Christopher Swedberg is a financial advisor with PNC Wealth Management in Frederick, MD, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product available to employees with PNC Bank online credentials. The firm employs algorithm-driven risk assessments and utilizes third-party managers for portfolio execution and oversight.

Edward Kain is a financial advisor with Truist Advisory Services in Frederick, MD, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, M&T Securities, and Citicorp Investment Services. 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 AI-enabled research tools and inter-affiliate integration.

David Urovsky is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Spire Wealth Management, Lincoln Financial Group, Wealth Advisors Group, and Cwm Financial Group. He also works as a full-time insurance agent with Spire Insurance Agency. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Susan Krimigis is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Rockefeller Financial, she worked at Citigroup Global Markets from 2007 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and consulting with broker-dealer services, offering a consolidated investment platform and a range of discretionary and non-discretionary solutions.

Ashley Ott is a financial advisor with Commonwealth Financial Network in Leesburg, VA, holding a Series 66 designation and 11 years of industry experience. She has been affiliated with Commonwealth Financial Network since 2012 and is also the owner of Vantage Point Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Morgan Kelly is a CFP® professional with 13 years of industry experience, currently serving as a partner at Kestra Advisory. Prior to joining Kestra in 2020, he worked at Bank of America and Merrill from 2014 to 2020. Kelly is also a board member of the Rotary Club of Carroll Creek. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions.

Andrew Gilbert is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Raymond James & Associates, and Coldwell Banker Realty. Outside of his advisory work, he serves as president of AG Industries LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for PNC Bank employees. The firm employs algorithm-driven risk assessments to guide investment models implemented via mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Mohammad Amer is a CFP® and ChFC® financial advisor with eight years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He has held positions at several firms, including New York Life and MassMutual, and serves as Principal and CEO of Amer Financial Group. Outside of advisory work, Amer is involved in property management, owning and managing multiple rental homes. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to support primarily non-discretionary investment management.

Alexander Metzner is a financial advisor with Money Concepts Capital Corp in Frederick, MD, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Money Concepts Capital Corp since 2016. Outside of his advisory role, he serves on the investment committee of Liberty One Investment Management, LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and operates as an enterprise-scale adviser managing approximately $4.07 billion in client assets.

Lydia Hardy is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has been with Citibank N.A. since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, supporting both discretionary and non-discretionary investment solutions.

John Sheehan is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for several years. Outside of his advisory role, he owns and operates Altamont Farm Cattle Company LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm employs a Private Advisor model and a consolidated investment platform that provides a range of discretionary and non-discretionary solutions across asset classes.

Stephen Waldych is a financial advisor with Truist Advisory Services in Frederick, MD, holding a Series 66 designation and 23 years of industry experience. He has been with Truist Investment Services since 2003 and Truist Advisory Services since 2016. 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 manager-selection programs implemented through discretionary and non-discretionary arrangements, supplemented by AI-enabled research tools and supervisory oversight.

Jeanne Marie Sands is a CFP® and Series 65 credentialed financial advisor with seven years of industry experience. She has worked at MAI Capital Management, LLC since 2024 and previously spent six years at Madison Wealth Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers comprehensive financial planning and administrative services, with $72.3 billion in assets under management as of May 31, 2026.

Emily Kestler is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Arbor Point Advisors, Securities America Inc., and Centaurus Financial, Inc. Outside of advising, she owns a rental property that is occupied by family members. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of programs and consulting services, employing a mix of fundamental and technical analysis alongside alternative investment access, distinguishing itself through its scale and institutional client reach.

Michael Montgomery is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the PFS™ designation and Series 66 license. Montgomery is also a partner and vice president at Ludwick, Montgomery & Stapp, P.C., a tax, audit, and accounting firm, and he serves as a board member and financial director for Tamra Learning Academy, a school for children with learning disabilities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a range of discretionary and non-discretionary arrangements, utilizing various analytical approaches and third-party managers.

David Roper is a financial advisor with Kestra Advisory in Germantown, MD, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016, additionally maintaining a role at Roper & Roper, P.C., where he serves as President in the tax and accounting field. Outside of financial advising, he is involved as a tax matters partner in a real estate business and holds a leadership position in a recycling company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a range of proprietary and third-party managed solutions.

Mark Kuniholm is a CFP® with 22 years of experience in financial advising. He is currently with Truist Advisory Services and has previously worked at firms including Moors Cabot Inc, Creative Planning, and Raymond James Financial Services. 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 platform and manager arrangements, to deliver its offerings.

Michael Cohn is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 credential. He has 23 years of industry experience, including 18 years at UBS Financial Services and concurrent roles at Independent Advisor Alliance and LPL Financial since 2020. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines a network model with technology-enabled solutions and access to third-party managers and estate-planning platforms.

Melissa Holt is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Kestra in 2026, she worked at Morgan Stanley Smith Barney for 17 years. She also serves as a trustee and successor in various trust and estate roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Chad McLane is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at USA Financial Securities and National Planning Corporation, and he has operated The McLane Agency, Inc. since 2005. He serves as a notary public, providing free notarization services for pension paperwork related to municipal employees. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm utilizes a variety of investment approaches across discretionary and non-discretionary accounts, including financial planning, portfolio management through its CLASSIC Plus platform, and specialized advisory management of annuity and variable life sub-accounts.