Elizabeth Swann

Christine Parker is a CFP® professional and the sole advisor at Parker Financial, LLC, an independent firm she has led since 2007, with a total of 19 years in the industry. She holds the Series 66 designation and is based in La Plata, MD. Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates, one-owner small businesses, charitable organizations, and select institutional clients. The firm employs a long-term, tax-efficient investment approach grounded in Modern Portfolio Theory and integrates environmental, social, and governance (ESG) considerations, primarily using low-cost passive ETFs, equities, and investment-grade fixed income.

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.

Frank Simpson Jr. is a financial advisor at The Simpson Firm LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Medtech Medcare. The Simpson Firm provides fee-only investment advisory and financial planning services to small and mid-size groups and individual clients. The firm tailors strategies to client risk tolerance and objectives, uses third-party research, and offers both long-term investment approaches and selective short-term trading techniques.

Barbara Hollis is a financial advisor with Holistic Planners Network, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Archer Investment Corporation and Thrivent Investment Management, as well as operating her own financial coaching and insurance consulting businesses. She is involved in insurance sales and tax preparation through her firm, Hollis & Shingler Financial Coaching Essentials, L.L.C. Holistic Planners Network, LLC serves both high-net-worth and non-HNW individual clients, providing discretionary and non-discretionary asset management alongside financial planning and consulting. The firm customizes strategies based on client objectives, utilizing both fundamental and technical analysis, and offers a range of services including investment management, financial plans, and educational seminars.

Joseph Chavel is a Series 65-licensed advisor with Innovative Wealth Building LLC, bringing one year of industry experience. Prior to joining the firm, he served in the United States Marine Corps and held positions at NAVAIR and PAE. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a client-specific approach using Investment Policy Statements and generally pursues long-term trading based on fundamental analysis and modern portfolio theory.

Jennifer Hill is a financial advisor with Innovative Wealth Building LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at First Command Advisory Services, Inc. and First Command from 2015 to 2021. Hill is also an independent licensed insurance agent and occasionally offers insurance products to advisory clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored investment programs based on fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases with regular monitoring and reporting.