Richard Hoy

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.

Andrea Brashears Sampson is a CFP® professional with 12 years of experience in financial planning. She is the principal of Wise Financial Counsel, LLC and has previously worked at West Financial Services, Inc., Wealthcare Financial Group, Inc., and Omega Wealth Management. Outside of financial advising, she serves as president of GIGS Music Productions, LLC, which promotes songwriting and music distribution, and WE R WISE, Inc., a nonprofit focused on networking and professional development. Wise Financial Counsel, LLC provides fee-only financial planning, counseling, and strategic business planning services to individuals, families, small-business owners, and corporations. The firm emphasizes written financial plans and ongoing counseling rather than asset management or specific securities recommendations, and it offers public seminars and workshops as part of its client services.

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.

Cherisse Ferrier Yarde is a financial advisor at Gibbs Wealth Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, and Allstate Insurance Company. Outside of her advisory role, she is involved in insurance brokering for non-registered insurance products. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches and emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.