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.

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.

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.

Frank Simpson Jr. is a financial advisor with The Simpson Firm LLC in White Plains, MD. He holds the Series 66 designation and has nine years of industry experience, including prior roles at Merrill and Bank of America. He has been with The Simpson Firm since 2018. The Simpson Firm provides fee-only investment advisory and financial planning services to small and mid-size groups and individual clients. The firm emphasizes customized strategies aligned with client risk tolerance and objectives, employing long-term investment approaches supplemented by selective short-term trading and hedging techniques.

Daisia Mc Crae is a financial advisor at Bartley Financial Advisors, LLC with a Series 65 credential and one year of industry experience. She previously worked at Concord Wealth Partners and has held positions at the University of Maryland Eastern Shore and the Department of Agriculture. Bartley Financial Advisors provides personalized financial planning and discretionary investment management for individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only model and combines strategic and tactical asset allocation using a mix of passive and active investment strategies, alongside specialized custody and reporting practices.

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.

Jessica Repasi is a CFP® and ChFC® with four years of industry experience. She is currently affiliated with Sowell Management and has prior experience at Purshe Kaplan Sterling Investments and IC Advisory Services. Repasi has also worked in fitness and teaching roles earlier in her career. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, RIAs, and institutions. The firm supports over 100 independent advisors through a multi-branch model, offering investment management, financial planning, and consulting services across various asset classes and investment styles.

Joyce Cool is a financial advisor with Sowell Management, holding the ChFC® designation and Series 63 and 65 licenses, and has 26 years of industry experience. She previously worked at Ic Advisory Services Inc and The Investment Center Inc for nine years. Outside of her advisory role, she is the managing partner of Wealth Management Partners, LLC, an entity associated with insurance and financial services. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm supports over 100 advisors across multiple branches, offering investment management, financial planning, and consulting services with diverse investment strategies and third-party sub-advisory relationships.

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.

Robert Ramos is a financial advisor at Sowell Management with 33 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Sowell Management, he worked at Ic Advisory Services Inc and The Investment Center Inc. Ramos is also vice president for the Southern Maryland Business Network, a volunteer role involving less than four hours per month. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and consulting 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.

Richard Hoy is a financial advisor at Wealthcare Advisory Partners LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wealthcare and LPL Financial since 2016. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline supported by proprietary software and a behavioral economics framework, offering both passive and active investment strategies alongside customized portfolio management.