Laura Curry is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and one year of industry experience. She has previously worked with Sinclair Prosser Gasior dba Gasior Law LLC and Nagles & Zaller, P.C. In addition to her advisory work, she is involved in estate planning law and assists with the administration of recreational gymnastics facilities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, sub-advisory programs, and client referral services, using a range of asset-allocation and investment management strategies.

Michael Kelly is a financial advisor with Continuum Advisory, LLC in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with several firms, including Triad Advisors, Inc., Signator Investors, Inc., and has led multiple business ventures such as Kelly Financial Advisors, Kelly Risk Management, LLC, and Kelly Benefits, Inc. Notably, he has past experience in acting, with residual income from work done over 15 years ago. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm supports integrated professional services among its advisors and utilizes a centralized platform for reporting and asset management.

Michael Burley is a financial advisor with Eagle Strategies (NY Life) in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2022 and is the owner of Burley Financial Group, which brokers a range of insurance and financial products. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

Adam Canevazzi is a financial advisor with Truist Advisory Services holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Services, First National Bank of Pennsylvania, and PNC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate collaboration.

Rebecca Craig is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 designations and has 30 years of industry experience. She has been with Kestra Advisory since 2016 and has operated Craig & Treff Financial Services since 2004, where she is involved in income tax preparation, planning, and insurance services including life insurance, long-term care insurance, and annuities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Ryan Hughes is a financial advisor with AE Wealth Management, LLC, holding Series 63, 65, and 66 licenses and having nine years of industry experience. He has worked at AE Wealth Management since 2025, and prior to that, he was with Tucker Asset Management and Bayview Advisors. Hughes is also president of Bayview Advisors, where he is involved in insurance and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

George Breeden II is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and United Advisors. Outside of his advisory work, he serves as a volunteer board member for several community organizations and is involved in entrepreneurial ventures including BSquared Ventures, LLC, which markets various products and media. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individual, institutional, and nonprofit clients. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models supported by proprietary and third-party platforms.

Robert Sullivan is a financial advisor with Centaurus Financial, Inc. in Chester, MD, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Centaurus Financial since 2011 and also leads Sullivan Financial, LLC, a firm he has been involved with since 1991. Outside of investment advising, he is active in marketing deferred sales trusts and providing insurance products including life insurance, long-term care, and Medicare supplements. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements. The firm combines multiple analytical approaches and offers access to model overlay programs and third-party money managers.

Joseph Cremen is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, LLC and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches and employs third-party platforms and AI-enabled research tools in manager selection and ongoing oversight.

Daniel Tomlinson is a CFP® professional affiliated with First Command Advisory Services, where he has worked since 2015. He has 14 years of industry experience and holds Series 63 and Series 65 licenses. Tomlinson is also the owner of Daniel Tomlinson Advisory, LLC, a separate business established to provide limited liability related to his advisory activities. 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 multi-strategy wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jeffrey Wadsworth is a CFP® with 34 years of industry experience, currently affiliated with AE Wealth Management, LLC and Madison Avenue Securities, LLC. He serves as CEO and financial advisor at Wadsworth Financial Consulting, LLC, a firm he founded in 2006. Outside of his advisory roles, he is chairman of the board for EPIC International, a Christian charity. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Jennifer Collin is a financial advisor at First Command Advisory Services with one year of industry experience. Her prior roles include service at the US Naval Academy and various US Navy research and drug screening laboratories. She also acts as a distributor for Hotels Etc memberships. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Kurt Dimanna is a CFP® professional at AE Wealth Management, LLC with two years of industry experience. His prior roles include positions at Curio Wealth, LLC, Annapolis Financial Services, LLC, and Turner, Leins, and Gold 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 emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies and serves over 127,000 clients through a platform-driven approach.

Colin Murphy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2016, including SunTrust Advisory Services prior to the firm's rebranding. Outside of his advisory role, he has a property rental business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies and integrates third-party platforms and manager arrangements to support its AMC Advantage program and ongoing due diligence.

Arthur Gibb III is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked with First Command in various capacities since 2019. Gibb also serves as an adjunct professor at the U.S. Naval Academy and is a facilitator for Battlefield Leadership, which provides experiential leadership development workshops. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Suzanne Offutt is a CFP® with 26 years of experience in the financial services industry. She has worked at Commonwealth Financial Network since 2017 and previously held positions at Bank of America and Merrill Lynch. Offutt is also the owner of New Day Enterprises, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Steven Ringer is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has recent experience across various Truist entities since 2018 and began his advisory role in 2026. Prior to Truist, he worked at Dentz Inc - Dennys from 2015 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary manager relationships supported by advanced research and inter-affiliate integration.

Karen Baer is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. Her prior roles include positions at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, Triton Wealth Management, and LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with services including investment management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies and offers access to private and registered pooled vehicles.

William Lovett II is a financial advisor at Creative Planning with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lockton Investment Advisors and Diversified Investors Securities Corp. He has been with Creative Planning since 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques.

Brandon Weber is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior experience includes roles at SunTrust Bank and BB&T Investment Services. Outside of his advisory work, he is an assistant baseball coach for the Junior Varsity team at St. John's College High School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.