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 at AE Wealth Management, LLC with nine years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Hughes has previously worked at Tucker Asset Management LLC and serves as 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 diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm focuses on discretionary model portfolios and combines fundamental, technical, and cyclical investment strategies while supporting third-party RIAs through sub-advisory and model-licensing arrangements.

George Breeden II is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Arbor Point Advisors, Securities America, and LPL Financial. Outside of his advisory work, he serves as Vice President of the Eastern District Police Community Relations Council, volunteers on several community boards, and manages entrepreneurial ventures including BSquared Ventures, LLC, which involves product development and digital media. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, employing multiple program models and utilizing both proprietary and third-party platforms for portfolio management.

Marion Barkley is a Series 66-registered financial advisor with Empower Advisory Group in Pasadena, MD. She has over 19 years of industry experience, including a lengthy tenure at Wells Fargo from 2005 to 2024. Barkley joined Empower Advisory Group and Empower Financial Services, Inc. in 2026. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and utilizes an integrated model tied to Empower’s administrative 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® certificant with 26 years of industry experience, currently advising at Truist Advisory Services since 2021. His prior roles include positions at Merrill, BB&T Securities, and Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate service integration.

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. She holds Series 63 and Series 65 licenses and previously worked in various capacities with the US Navy, including assignments at the US Naval Academy and Navy research laboratories. Outside of advising, she serves as a distributor for Hotels Etc memberships. First Command Advisory Services, Inc. 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 that utilize model portfolios managed by 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.

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.

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.

Adam Corder is a financial advisor at Wealthspire Advisors with a Series 65 designation and three years of industry experience. Prior to joining Wealthspire Advisors in 2022, he worked at The Nordic Inn and held research roles at the University of Chicago’s National Opinion Research Center and the US Census Bureau. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and utilizes a third-party platform to manage held-away retirement assets.

Shelby Soule is a financial advisor with Hightower Advisors holding a Series 66 designation and 10 years of industry experience. Before joining Hightower Securities LLC in 2018, Shelby was associated with Salient Private Client, Salient Partners, and Salient Capital entities starting in 2016. Outside of finance, Shelby is a fitness instructor at Pure Barre Houston, a role held since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes multi-manager solutions and proprietary research, offering portfolio management, financial planning, and access to various investment vehicles.