Benjamin Barbour is a financial advisor with Fountainhead Fiduciary, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Kalos Capital, Inc. and Arete Wealth Management, LLC. He is also a partner in Fountainhead Tax, LLC, where he provides tax planning and business operations oversight. Fountainhead Fiduciary, LLC is a state-registered investment adviser serving a limited number of clients with discretionary investment management, third-party manager selection, comprehensive financial planning, and estate-planning support. The firm employs a variety of fundamental, quantitative, technical, and macroeconomic strategies and offers insurance recommendations through an affiliated agency.

Edward Reynolds is the sole advisor at Deak Reynolds Company, an independent firm based in Lexington Park, MD. He holds a Series 65 designation and has 24 years of industry experience. In addition to his advisory role, Reynolds maintains a private law practice as a sole practitioner. Deak Reynolds Company provides discretionary investment management and limited consulting services to individuals and high-net-worth clients. The firm constructs personalized asset allocations using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, charting, and cyclical analysis to support both long- and short-term investment strategies.

Abigail Waddell is a CFP® professional with four years of industry experience, currently serving as an advisor at BMSS Wesson Wealth Solutions. She has been with the BMSS family of firms since 2015, including BMSS, LLC and its affiliated entities. BMSS Wesson Wealth Solutions provides investment advisory and wealth management services to individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm integrates investment management with accounting and consulting services through its parent company, BMSS LLC, and emphasizes tailored portfolio implementation supported by affiliated registered advisers and advanced reporting platforms.

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 at Innovative Wealth Building LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at First Command Advisory Services, Inc. and First Command. Hill is also an independent licensed insurance agent who occasionally offers insurance products to advisory clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, employing long-term investment strategies grounded in fundamental analysis and modern portfolio theory.

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 with Innovative Wealth Building LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at First Command Financial Planning, Inc. for over two decades before joining Innovative Wealth Building in 2021. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth individuals, and charitable organizations, employing long-term investment strategies based on fundamental analysis and modern portfolio theory.

Matthew Scarborough is a financial advisor at Retirement Management Systems with six years of industry experience. He holds a Series 65 designation and has been associated with Retirement Management Systems since 2019, alongside roles at Oak Wealth Partners and Adelina LLC. Outside of his advisory work, he is involved in Running Hare Vineyard, a business producing wine and hosting events in Prince Frederick, MD. Retirement Management Systems specializes in savings plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual retirement plan participants and plan sponsors. The firm manages nearly $1.9 billion in discretionary assets across more than 4,000 accounts, using a risk-based, model-driven approach developed with LSA Portfolio Analytics and supported by Schwab Advisor Services.

John Blamphin is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Retirement Management Systems. His prior roles include positions at Independent Financial Group LLC and Scarborough Advisors, LLC, as well as concurrent work with SII Investments, Inc. He is also licensed as an insurance agent through Ash Brokerage. Retirement Management Systems provides savings-plan management, discretionary portfolio management, financial planning, and plan-sponsor consulting for individual clients and retirement plans. The firm employs a risk-based model portfolio approach and serves a large client base through a team of five advisors.

Sabrina Lee is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and four years of industry experience. She has worked at Navy Federal Investment Services and Navy Federal Financial Group since 2019 and was previously employed by Navy Federal Credit Union from 2015 to 2019. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Allen Osterloh Jr. is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, where he has worked since 2026. He has two years of industry experience, including prior roles at JPMorgan Chase Bank and First Command Financial Services. Osterloh also served in the US Army for 22 years before beginning his career in financial services. Navy Federal Investment Services primarily serves members of the Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers from providers such as BlackRock and Vanguard.

Colleen Blundell is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Hornor, Townsend & Kent since 1998. Additionally, she has been affiliated with Cedar Point Federal Credit Union since 1993. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting through a combined advisory and broker-dealer platform.

Robert Keaton is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with various First Command entities since 1998. Outside of his advisory role, Keaton serves as Chairman of the St. Mary's County Ducks Unlimited Committee, organizing charitable events focused on conservation and outdoor education. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Elizabeth Snyder is a Series 66-credentialed financial advisor with two years of industry experience, currently with Truist Advisory Services. Prior to this, she worked at Truist Investment Services and Bb&T Bank for a combined 22 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled equity research.

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.

Daniel Menendez is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for twelve years. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third parties.

Michael Cox is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2014 and is currently associated with Pathway Wealth Partners, where he also holds ownership. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion in portfolio construction and manages model portfolios through a structured due-diligence process.

Laura Hyatt is a financial advisor with First Command Advisory Services in Lexington Park, MD, holding a Series 66 designation and two years of industry experience. She serves as an Election Judge for St. Mary's County Board of Elections. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.