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.

Dane Krich is a financial advisor at Odyssey Investments, LLC with four years of industry experience. He holds a Series 65 designation and has been with Odyssey Investments since 2021. Outside of his advisory role, Krich serves as the Manager of the Mid-Atlantic Symphony Orchestra and the Executive Director of the Chesapeake Youth Symphony Orchestra, and he teaches classes at Morgan State University. Odyssey Investments provides portfolio management services to individual and high-net-worth clients, specializing in a long-term, equity-focused investment approach supplemented by fixed income, REITs, non-U.S. securities, and precious metal ETFs. The firm sponsors a wrap fee program and manages accounts on a non-discretionary basis.

Anthony Christ is a financial advisor at Odyssey Investments, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Capital Securities Management Inc. Outside of his advisory role, he is chairman of Brian's Song, a nonprofit organization that performs a live show to prevent heroin use among children. Odyssey Investments provides portfolio management services primarily to individual and high-net-worth clients, employing a long-term, equity-focused investment approach supplemented by fixed income, REITs, international securities, and precious metal ETFs. The firm sponsors a wrap fee program and manages accounts on a non-discretionary basis with documented client goals and risk tolerances.

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.

Harold Carmean is a financial advisor at CWM Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, WFG Investments, and National Life of Vermont. Outside of his advisory role, he is an instructor for the 3of7Project, a training company focused on mental, spiritual, and physical development. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm emphasizes client goal identification and risk tolerance to place clients into SEI-managed strategies using modern portfolio theory and long-term investment approaches, while offering concierge and multi-generation planning services.

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.

Tristan Jacobi is a CFP® with seven years of industry experience, currently serving at CWM Advisory, LLC. He has held roles at both CWM Advisory and Creative Wealth Management since 2018. In addition to his advisory work, he is an independent licensed insurance agent. CWM Advisory, LLC provides financial planning and advisory services primarily to individual and high-net-worth clients, as well as pension and employee benefit plans. The firm employs a model that places clients into SEI-managed investment strategies based on their goals and risk tolerance, offering concierge and multi-generational planning services while coordinating with third-party subadvisers for portfolio management.

Jordan Talbert is a Series 65-credentialed advisor with CWM Advisory, LLC, bringing one year of industry experience. He has worked at CWM Advisory since 2024 and previously at Creative Wealth Management. Outside of advisory work, Talbert is a licensed insurance agent authorized to sell life, health, and fixed annuities. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm directs investment management to third-party advisers using SEI-managed strategies focused on client goals, risk tolerance, and long-term investment approaches.

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.

Kenneth Nuttall is a CFP® with seven years of industry experience, currently serving as an advisor at Blackdiamond Wealth Management, LLC. His prior experience includes roles at Acorn Financial and J.P. Morgan Chase. He is also involved in insurance sales as a non-investment related business activity. Blackdiamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a primarily long-term investment approach focused on diversified portfolios using low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis.

Christopher Hayes is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Snowden Capital Advisors LLC. He has previously worked at Bank of America, N.A. and Merrill. Hayes serves on the board of The Salisbury School in a voluntary, non-investment-related capacity. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion for a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, with a distinctive capability to serve institutional and cross-border clients through a wide range of investment instruments and global partnerships.

Ryan Kirby is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Merrill from 2004 to 2017 before joining Snowden Lane Partners, where he has been since 2017. Outside of his advisory role, Kirby serves on the board of the AGH Foundation, volunteers as a youth basketball referee, and is involved with local nonprofit organizations including Diakonia and a homeowners association. Snowden Capital Advisors LLC manages approximately $7.55 billion and serves a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a noted capacity to operate across institutional and cross-border relationships.

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.

Hillary Leffler is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and four years of industry experience. Her prior roles include positions at The Leaders Group Inc, Betz Financial Advisory, Lincoln Financial Securities, and Academy Financial. Outside of her advisory work, she owns a permanent jewelry business called Layered & Linked. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios and third-party managers through an approved platform with discretionary management options.

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.

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.

Todd Weller is a financial advisor at Stephens with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at ZeroFox Inc, Threater Inc, CyberXperts LLC, and Hexis Cyber Solutions. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm employs a comprehensive investment process featuring centralized committees, affiliated sub-advisors, and in-house equity research, along with distinctive municipal advisory services and combined advisory and broker-dealer activities.

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.