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.

Vincent Petrillo is a financial advisor at Innovative Wealth Building LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he served 15 years with the Naval Air Systems Command at the Department of Navy. He is also an insurance agent, selling insurance products alongside his advisory role. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment programs and ongoing monitoring, managing accounts on both a discretionary and non-discretionary basis with a focus on long-term trading guided by fundamental analysis and modern portfolio theory.

Coy Baldwin is a financial advisor at Innovative Wealth Building LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Cintas Corp. for 19 years. In addition to his advisory role, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Warren Brooks is a financial advisor at Innovative Wealth Building LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and First Command Financial Planning from 1999 to 2021. He is also a licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing accounts with ongoing monitoring and tailored investment programs.

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.

Nicole Belanger is a financial advisor with Mariner Independent, holding Series 63 and Series 66 credentials and having approximately one year of experience in the industry. Her prior work includes roles at Fidelity Investments and Connect Wealth, as well as experience outside finance in education and retail jewelry. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services, supported by institutional resources and affiliated investment relationships.

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.

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.

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.

Adebusola Laguda is a financial advisor at PNC Wealth Management with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameriprise, Pruco Securities LLC, Farmers Financial Solutions, Farmers Insurance, and State Street Bank and Trust Company. PNC Wealth Management offers model-based retail brokerage and advisory services, including a digital discretionary model account available through an invitation-only pilot for employees with PNC Bank online credentials. The firm uses algorithm-driven model selection and delegates portfolio management and proxy voting to third parties.

Justin Emmert is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Pathway Wealth Partners. Prior to these roles, he worked at M&T Securities for six years. Emmert spends a portion of his time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services. The firm offers various investment platforms and model portfolios while supporting advisors with operations, technology, compliance, and practice management.