Christopher Furno is a financial advisor at Summit Wealth Management in Berlin, MD, holding a Series 66 credential and with seven years of industry experience. His prior roles include positions at Cambridge Investment Research and Kovack Securities. He is also an independent insurance agent offering life insurance and annuity products. Summit Wealth Management provides financial planning, portfolio management, and pension consulting primarily for pooled and institutional accounts, including retirement plan sponsors, while serving individual and small-business clients. The firm employs a Core+Satellite investment approach and offers modular financial plans, educational workshops, and due diligence on external managers.

Michael Farley is a financial advisor at Farley Financial in Berlin, MD, holding a Series 66 designation with 23 years of industry experience. He has been with Q1 Advisors, Inc. since 2007. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on non–high-net-worth clients. The firm employs a disciplined four-step process to create individualized asset-allocation strategies, predominantly recommending exchange-traded funds and mutual funds while avoiding market timing.

Amy Castro is a financial advisor at Farley Financial in Berlin, MD, holding a Series 65 designation with two years of industry experience. She has been with Farley Financial since 2021 and previously worked at Ocean Enterprise LLC for ten years. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on a client base that is predominantly non–high-net-worth households. The firm employs a disciplined four-step process to develop individualized asset-allocation strategies and primarily recommends exchange-traded funds and mutual funds while avoiding market timing.

Nicholas Craven is a financial advisor with Montgomery Financial who holds a Series 65 designation and has nine years of industry experience. He has been with Montgomery Financial Services, MFS Wealth LLC, and MFS Services since 2016. Prior to his advisory career, he worked at Rita's World of Wine and Bucknell University. Mr. Craven also maintains a licensed insurance practice through MFS Wealth LLC, dedicating a portion of his time to offering insurance-related products and services. Montgomery Financial serves individual clients, including high-net-worth households, as well as qualified retirement plans. The firm provides discretionary asset management via a sub-adviser platform, ERISA plan advisory services, financial analyses, and educational seminars.

William Strausbaugh is a financial advisor at Montgomery Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advisory work, he is also an insurance agent with MFS Wealth LLC. Montgomery Financial serves individual clients, including high-net-worth households, and sponsors or advises qualified retirement plans. The firm employs a sub-adviser platform for discretionary asset management and offers ERISA plan advisory services, financial analyses, and educational seminars.

Jeffrey Montgomery is a financial advisor at Montgomery Financial with 14 years of industry experience. He holds a Series 65 designation and has worked at MFS Wealth LLC since 2016, alongside his ongoing role at Montgomery Financial Services since 2011. In addition to his advisory work, he maintains an insurance practice, dedicating approximately 40% of his time to insurance services and products. Montgomery Financial serves individual clients, including high-net-worth households, and advises qualified retirement plans. The firm uses a sub-adviser platform for discretionary asset management and provides ERISA plan advisory services, financial analyses, and educational seminars.

Brian Pacen is a CFP® professional with 15 years of experience in financial advising. He has been with CreativeOne Securities, LLC and The Sawyer Group since 2016. He is also part owner and Chief Investment Officer of Innovative Outcome Portfolios LLC, where he consults on the creation of Unit Trusts. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, corporate clients, and retirement plans. The firm offers portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios, utilizing fundamental and cyclical analysis with regular client reviews.

Linda Derickson is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Founders Financial Securities since 2008 and operates her own financial planning business, Derickson Financial, where she provides client consultations, financial plans, and investment strategy evaluations. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of advisers. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of advisory platforms and model-based strategies.

Kathy Gordon is a financial advisor at Vanderbilt Advisory Services with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. Outside of her advisory work, she serves as secretary for The Kernaghan Foundation Inc., administers the Worcester County LOSAP Trust, and prepares individual and corporate tax returns through Trilogy Tax Services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a focus on strategic asset allocation, combining fundamental, technical, and charting analysis, and maintains a unique integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Michael Mannone is a financial advisor at CreativeOne Securities, LLC with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining CreativeOne, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. In addition to his advisory role, Mannone is an agent involved in life insurance and fixed annuity sales through Sawyer Wealth Management. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, corporate clients, and retirement plans. The firm offers portfolio management and retirement plan fiduciary services using fundamental and cyclical analysis, model rebalancing, and periodic reviews, with many managed accounts custodied at Charles Schwab.

Adam Grace is a financial advisor at Valic Financial Advisors with a Series 66 designation and three years of industry experience. His prior work includes positions at Agia and Weinkam & Weinkam, P.A., as well as entrepreneurial experience with Grace Lawn Care. He also has involvement with non-securities insurance products through a role at Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Trent Hofmeister is a financial advisor at Wealthspire Advisors with a Series 65 credential and four years of industry experience. Prior to joining Wealthspire in 2021, he worked at Salisbury University and the Community College of Baltimore County, as well as in middle and high school education. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation across various asset types and provides both discretionary and non-discretionary portfolio management.

William Staples is a financial advisor with TLG Advisors, Inc. based in Salisbury, MD, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide/Marshalls Insurance, spanning nearly two decades, and he currently operates William Staples Insurance & Financial Services, Inc. alongside his advisory role. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm employs a research-driven approach that combines fundamental analysis and Modern Portfolio Theory, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services, with unique client solutions like the Starlight Portfolios program.

Jude Cypher is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at Stratos Wealth Advisors, Flagship Financial Advisors, and Regions Bank. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process with a focus on diversified, institutional-style asset allocation and ongoing portfolio management.

Luke Smith is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Wealthspire Advisors. He has five years of industry experience, including prior roles at Wells Fargo Clearing and multiple positions related to Salisbury University. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that uses diversified, institutional-style asset allocation and ongoing portfolio reviews.

Allyson Wade is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for six years. Outside of her advisory role, she is employed by Visiting Angels, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Dahri Jahn is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in working with business owners to help secure wealth and maximize their exit strategies. He focuses on areas such as corporate executive services, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and tax minimization. Dahri and his team utilize Merrill's Proprietary Financial Modeling Tool, the Personal Wealth Analysis, to assist clients in maximizing the value of their business exit and increasing post-transaction payouts. Dahri holds a bachelor's degree in Finance from the Smith School of Business at the University of Maryland. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He applies his expertise to develop personalized financial plans tailored to the unique needs and goals of his clients. Residing in Bethesda, MD, Dahri enjoys running, hiking, reading, and traveling. He is active in his community and volunteers locally. His approach emphasizes understanding clients' life priorities to create financial strategies that align with their personal and family aspirations.

Kyle Livingston is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Capitol Securities Management, Inc. from 2010 to 2016 before joining LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a broad platform of investment options.

Lucas Holmes is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to help them gain confidence in their financial decisions and supports them in creating personalized strategies that align with their long-term goals. Lucas serves clients during significant life changes such as career transitions, new compensation opportunities, and retirement planning, providing guidance tailored to evolving financial priorities. His expertise includes college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management, investment strategies, tax minimization, and retirement income. Lucas emphasizes a planning-first approach, acting as a trusted fiduciary and sounding board to simplify complex financial decisions. Lucas holds a Bachelor's Degree from Salisbury University and holds the Personal Investment Advisor (PIA) designation. He is involved with professional organizations such as the Greater Ocean City Chamber of Commerce and the Salisbury Chamber of Commerce and participates in community events including Relay for Life. Outside of his professional work, Lucas enjoys baseball, basketball, and golfing.

Robert Bianca is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1986 and works primarily with affluent families and individuals, assisting them in various wealth management areas such as retirement income planning, gifting, and estate planning services. He holds a bachelor's degree from the University of Maryland and a master's degree in finance from Loyola University Maryland. Robert has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus areas include college education planning, divorce transition planning, socially responsible and values-based investing, special needs planning strategies, individual and corporate investment strategies, tax minimization, and retirement income. Outside of his professional role, Robert enjoys baseball, basketball, boating, fishing, and football. He resides in Ellicott City, Maryland with his family.