Dean Phass is a financial advisor at Jade Financial LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services and Truist Investment Services. He is also a licensed insurance agent, though he is not currently active in that capacity. Jade Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, combining advisory services with insurance brokerage. The firm employs a range of investment strategies, including access to third-party model portfolios and tax-efficiency tools, and offers both discretionary and primarily non-discretionary asset management.

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.

Brian Hoyle is a financial advisor at The Fintel Group LLC with nine years of industry experience. He holds a Series 65 designation and has worked in various roles including Senior Instructional Designer at General Dynamics Information Technology since 2018. His prior experience includes positions at ManTech International, Cummings & Carroll, P.C., and Prince William County Schools. The Fintel Group LLC provides comprehensive and modular financial planning services to individuals, couples, and small businesses. The firm focuses on fee-only planning projects with long-term, buy-and-hold investment strategies emphasizing diversified asset allocation and low-cost mutual funds, without offering ongoing asset management or custody of client assets.

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.

Jessica Repasi is a CFP® and Series 66 licensed advisor with three years of experience in financial services. She is currently with Sowell Management and has prior experience at Purshe Kaplan Sterling Investments, Ic Advisory Services, and The Investment Center, Inc. Outside of advisory roles, she has worked in the fitness industry with Inner Alpha Fitness. Sowell Management provides investment advisory and related services to a broad range of clients, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement tailored investment strategies.

Joyce Cool is a financial advisor with Sowell Management, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 26 years of industry experience, including nine years with IC Advisory Services Inc and The Investment Center Inc. Outside of advisory work, she is a managing partner of Wealth Management Partners, LLC, and holds a Maryland insurance license with authority to sell various life and health insurance products. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates an independent contractor model and utilizes model portfolios, third-party sub-advisors, and unified managed account platforms to implement investment strategies.

Robert Ramos is a financial advisor at Sowell Management with 32 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at IC Advisory Services Inc and The Investment Center Inc. Ramos serves as vice president for the Southern Maryland Business Network, a nonprofit business organization, contributing a few hours monthly without compensation. Sowell Management provides investment advisory and related services to individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a platform-style business supporting independent adviser branches with compliance, technology, and back-office services, and utilizes model portfolios and third-party managers to implement investment strategies.

Hien Truong is a financial advisor at Navy Federal Investment Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Navy Federal-affiliated firms since 2012 in various capacities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring and due diligence.

Emily Parent is a financial advisor at Founders Financial Securities LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fortune Financial Services, Brooklight Place Securities, Inc., Interactive Financial Advisors, and Penn, Schoen & Berland Associates. Outside of her advisory role, she is involved with Shenandoah Financial Advisors, where she provides financial planning, tax preparation, and insurance services. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of investment programs and combines advisory, brokerage, and insurance services, with an emphasis on non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Richard Hoy is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Infinex Investments, Inc. and Community Bank of Tri County. He is based in La Plata, MD. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and offering access to alternative investments and private placement solutions.

Kimberly Winters is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles in human resources, healthcare, and plant farming, as well as certification with the National Board for Certified Counselors. 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, insurance, and banking products. The firm emphasizes advisor-led planning relationships and structured 12-month engagements, supported by an in-house Investment Management Team that manages model portfolios on a discretionary basis.

Ma. Jessica Bellota is a financial advisor with First Command Advisory Services, holding a Series 66 credential and two years of industry experience. She has worked with various First Command entities since 2023 and also serves as president and board member of Togetech, Inc., a financial technology wallet service provider in the Philippines focused on financial inclusion and regulatory compliance. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching through its Tailored Professional Services engagement and manages discretionary Asset Management Solutions portfolios based on fundamental and modern portfolio principles.

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.

Julia Payne is a financial advisor at PNC Wealth Management with 13 years of industry experience. She has held her current role since 2015. Outside of her advisory work, she is a partial owner of Ready Go Promo, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and executes investments via approved model strategies managed by PNC or third parties.

Kareem Campbell is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JPMorgan Chase Bank, Merrill, Bank of America, Wells Fargo, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs. Its Portfolio Solutions Strategist Digital Offering is an invitation-only, algorithm-driven discretionary model account for PNC Bank employees, utilizing approved model strategies and executed by investment delegates.

John Harding is a financial advisor at Brookstone Capital Management LLC with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial. Harding also owns a non-investment business focused on the sale of insurance and indexed annuities. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through various account types and model portfolios, supporting a large advisor network with platform services and maintaining relationships with insurance and banking channels.