John Amos is a financial advisor with McClelland Wesley Wealth Management in Parkton, MD. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has been with McClelland Wesley Wealth Management since 2014. Outside of his advisory role, he plans to establish an insurance agency separate from his RIA. McClelland Wesley Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of charting, fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and serves both retail and institutional clients, including pension consulting.

Graeme Woods is the principal advisor at G.S. Woods Wealth Management with 15 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Woods has experience in both financial services and business consulting, including managing a wholesale import-export company and leading a business consulting and insurance firm focused on risk management and business value growth. G.S. Woods Wealth Management serves individuals, families, small businesses, and charitable organizations by providing written financial planning, insurance placement, business consulting, and pension consulting services. The firm emphasizes goals-based planning and risk assessment, referring clients to third-party asset managers and offering fixed-fee and hourly engagements, with a notable role in pension consulting for government entities.

Christopher Yeagle is a financial advisor at Honeygo Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Life Plan Financial. Yeagle’s background also includes over a decade at TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, serving both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based approach, primarily using passive strategies with index mutual funds and ETFs, and emphasizes documented investment policies, tax efficiency, and coordination with outside tax and legal professionals.

Brian Bordenkircher is a financial advisor at BDB Wealth Advisors LLC in Red Lion, PA, holding Series 65 and Series 66 credentials with three years of industry experience. He previously worked at Edward Jones and has experience with Borden Creations LLC. He is also a licensed insurance agent. BDB Wealth Advisors provides portfolio management, financial planning, and pension consulting to individuals and employer-sponsored plans. The firm combines cyclical, fundamental, and technical analysis with modern portfolio theory and offers discretionary trading authority to implement client-specific allocations.

Kathleen Houseman is the principal advisor at Houseman Financial LLC and holds a Series 65 designation. She has over 28 years of experience, including a long tenure at McCormick & Company, Inc., and currently also works as a financial consultant and tax professional at William T Houseman CPA. Houseman Financial LLC provides investment supervisory services primarily through discretionary money-manager arrangements for institutional accounts, pooled vehicles, and retirement plans, while also supporting 401(k) programs with third-party administration. The firm employs a value-driven, fundamental analysis investment approach and offers financial planning and consulting services alongside public educational seminars.

Thomas Bonvissuto is the principal of Intero Financial Planning, LLC in Parkton, MD, with 29 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 65 designations. Prior to founding Intero Financial Planning in 2019, he worked at The Financial Consulate Inc. and held roles at Lyft and Uber. He serves as a trustee for Sheppard Pratt Investment Inc., where he reviews investments monthly. Intero Financial Planning is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, nonprofits, and corporations. The firm offers financial-planning-driven investment management, public educational seminars, annuity placement, and uses a multi-allocation strategy focused on ETFs, mutual funds, and a combination of passive and active management.

Vincent Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. in Forest Hill, MD, with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Chesapeake Capital Management, LLC and Sageguard Investment Advisory Services. In addition to advisory services, he manages tax preparation for individual federal and state returns during the tax season. Silvestri Financial and Tax Advisors, Inc. provides financial consulting, tax guidance, and advisor-referral services to individuals, high-net-worth clients, and corporations. The firm focuses on education, asset-allocation, and liquidity planning while referring clients to third-party investment managers and coordinating ongoing monitoring and consultations.

Brian Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining Silvestri Financial and Tax Advisors in 2021, he has worked at Booz Allen Hamilton since 2012, where he serves as a Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors, Inc. provides financial consulting, tax-related guidance, and advisor-referral services to individuals, high-net-worth individuals, and corporate clients. The firm focuses on educational resources, asset allocation, and liquidity planning while referring clients to third-party investment managers and coordinating ongoing monitoring and consultations.

Lyle Hardgrove is a financial advisor at CFM Advisors Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Paychex Securities Corporation and ADP Broker-Dealer, Inc. CFM Advisors, Inc. provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on individual portfolio management, manager-of-managers programs, pension consulting, and financial planning. The firm delivers primarily non-discretionary advice, emphasizing asset allocation and manager selection through various analytical approaches.

Jeffery Akers is a CFP® and Series 66 licensed advisor with 25 years of industry experience. He has worked at Arkadios Wealth Advisors since 2022 and spent 16 years at Kalos Capital, Inc. Outside of his advisory role, he serves as a director of the Akers Financial Educational Foundation, hosts a weekly radio show called Winning in Retirement, and holds a leadership position as an elder at Crossroads Community Church. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning, supported by an internal portfolio team that delivers investment models and trade execution across various asset classes.

Charles Wetzel is a CFP® with 35 years of experience in financial advising. He currently works at Arkadios Wealth Advisors and has prior experience with Kestra Advisory and Midatlantic Retirement Planning Specialists. Wetzel also serves as an accountant in tax and consulting services through Wetzel & Associates, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a multi-disciplinary investment approach that includes discretionary management supported by an internal portfolio team delivering models and trade execution across various asset classes.

Alexander Monk is a CFP® professional with 12 years of experience in financial advising. He currently works at Arkadios Wealth Advisors and Arkadios Capital, having previously been associated with Kalos Management and Akers Financial Group. Outside of his primary roles, Monk co-hosts two weekly radio shows focused on financial planning and retirement topics and serves as a managing partner of a veteran-owned consulting company. He is also an ordained wedding officiant for friends and family. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and an internal portfolio team. The firm supports customized investment plans through a range of strategies including equity, fixed-income, and alternative investments, while offering comprehensive portfolio reporting and fiduciary consulting for retirement plans.

Jeffrey Judge is a financial advisor with Great Valley Advisor Group, LLC, holding CFP® and ChFC® designations and over 14 years of industry experience. His prior firms include Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and MetLife Financial Services. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs and alternative investments.

Nicholas Molite is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes prior roles at JP Morgan Securities, TIAA, Cetera Investment Services, and M&T Securities. He is also involved with Akers Financial Group, providing comprehensive financial planning and related services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management through its internal portfolio team, Arkadios Managed Solutions, and provides retirement plan consulting with fiduciary oversight.

Brian Akers is a CFP® with 34 years of experience in the financial services industry. He is currently with Arkadios Wealth Advisors and has held roles at Akers Financial Group, Inc. and Kalos Capital, Inc. Outside of his advisory work, he serves as treasurer for North Harford Baptist Church, sits on the board of the Harford Christian Educational Foundation, and hosts a weekly call-in radio show called Winning in Retirement. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party managers, and in-house portfolio management. The firm supports customized investment planning and discretionary account management through its integrated platform and internal portfolio team.

Joseph Franco is a financial advisor at Arkadios Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Kalos Capital and Akers Financial Group, where he is involved in the sale of fixed life insurance products, annuities, and health-related insurance. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team that offers models, strategies, and trade execution across multiple asset classes, while also acting as an ERISA fiduciary for retirement plan consulting.

Bernard Mcvey is a financial advisor with Arkadios Wealth Advisors and holds Series 63 and Series 66 licenses. He has 12 years of industry experience and has worked with Arkadios Wealth Advisors and Arkadios Capital since 2022, as well as Akers Financial and Kalos Capital since 2016. Outside of his advisory role, he is the principal of Bernie McVey Consulting, LLC, providing IT and Federal Acquisition Regulations cost recovery advisory services, and serves as treasurer for the Old Timers Soccer Association of Maryland and the Dolphin Cove Homeowners Association. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of advisor-managed portfolios, third-party managers, and financial planning. The firm utilizes fundamental, technical, and cyclical analysis and provides discretionary account management supported by an internal portfolio team.

Edward Hurlock Jr. is a CFA® charterholder with 34 years of industry experience. He is currently an advisor at Sowell Management and Nesher Wealth, having previously worked at United Income, Inc. and Calvert Investment Counsel. Outside of his advisory roles, he serves as President and Chairman of the Board of Trustees for St. Mary's Roland View Towers, a low-income senior housing organization. Sowell Management provides investment advisory and related services to a broad client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and sub-advisory services, supported by technology and compliance platforms.

Andrew Griglock is a financial advisor with Arkadios Wealth Advisors in Forest Hill, MD. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining the firm, he worked in public education for 27 years. Outside of his advisory role, he is a freelance musician performing in clubs and venues throughout Maryland and neighboring states. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and employs a variety of analytical approaches while acting as a fiduciary for retirement plan consulting.

Samuel Huff is a financial advisor at Arkadios Wealth Advisors with a Series 66 designation. He has been with Arkadios Capital and Arkadios Wealth Advisors since 2022. His prior experience includes roles at Baltimore County Employees Federal Credit Union, Towson University, Harford Community College, and operating a lawncare business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, access to third-party managers, and financial planning. The firm employs fundamental, technical, and cyclical analysis and supports discretionary account management with an internal portfolio team.