Elizabeth Rockenbaugh

Antonio Batiste is a financial advisor at Avadim: Financial, Limited Liability Company with Series 63 and Series 65 credentials and over one year of experience in the financial services industry. His prior roles include positions at Northwestern Mutual Investment Management and JD Power via Kforce Staffing. Outside of his advisory work, he is involved with A Healthy Peace of Mind LLC, a business he has been associated with since 2024. Avadim: Financial provides financial planning and investment advisory services to individuals, families, and small-to-medium sized businesses, using a three-phase planning process combined with risk assessment to guide investment recommendations. The firm offers both non-discretionary advice and discretionary portfolio management only after clients complete its planning intake and serves working-class clients with a variety of payment options.

Nicole Belanger is a financial advisor with Mariner Independent, holding Series 63 and Series 66 credentials and having approximately one year of experience in the industry. Her prior work includes roles at Fidelity Investments and Connect Wealth, as well as experience outside finance in education and retail jewelry. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

Bryan Dowell is a financial advisor with Kovack Advisors, Inc. who holds Series 63 and Series 66 credentials and has 31 years of industry experience. He has been with Kovack Advisors since 2014 and operates his own tax preparation business, Dowell Financial Services. He is also involved as a director of the Calvert Farmland Trust, which works to protect farms in Calvert County, MD. Kovack Advisors, Inc. is an enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Chrystie Way is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked in various roles within First Command since 2020. Prior to her financial services career, she held positions at HITT Contracting and Sentara Hospital. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution via affiliated entities. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with a 12-month cycle that includes written financial plans and periodic progress meetings.

Michael Moreland is a financial advisor with PNC Wealth Management in Charlotte Hall, MD. He holds the Series 66 designation and has 16 years of industry experience, including over 11 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and third-party managed investment strategies.

Gwendolyn Rothrock is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for employees. The firm employs approved model strategies with mutual funds and ETFs, using algorithmic tools for risk assessment and annual rebalancing.