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.

Dorothy Burke is a financial advisor at Riverview Asset Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1983. Riverview Asset Management provides investment advisory services to individual and high-net-worth clients, primarily through discretionary portfolio management. The firm employs a blended analytical approach that includes technical and fundamental methods and offers a range of products including equities, fixed income, mutual funds, ETFs, and structured products.

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.

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.

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 associated with Montgomery Financial and its affiliated entities since 2016. In addition to advisory services, Mr. Craven is licensed as an insurance agent and spends approximately 40% of his time offering insurance-related products through MFS Wealth LLC. Montgomery Financial serves individual investors, including high-net-worth and non-HNW clients, as well as qualified retirement plans. The firm offers discretionary portfolio management, ERISA 3(21) plan services, and financial planning, using AE Wealth Management’s sub-adviser platform while providing public educational seminars and a 90-day client satisfaction guarantee.

William Strausbaugh is a financial advisor at Montgomery Financial in Ocean City, MD, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Aflac Insurance Company. He also operates MFS Wealth LLC as an insurance agent. Montgomery Financial serves individual investors, including both high-net-worth and non-HNW clients, and advises qualified retirement plans through discretionary portfolio management and financial planning services. The firm utilizes AE Wealth Management’s sub-adviser platform and offers public educational seminars and a 90-day client satisfaction guarantee.

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.

Dennis Grinestaff is a financial advisor at Atlas Private Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Shariden Consulting and Wealth Management, LLC for 14 years. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Sharon Lawson is a financial advisor with Atlas Private Wealth Advisors in Salisbury, MD, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Atlas Private Wealth Advisors since 2025 and has also worked at LPL Financial since 2009. Outside of her advisory role, she is the business owner of Be More Healthy, Wealthy and Wise, LLC. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets and employs a range of LPL Financial–sponsored investment platforms, using asset allocation combined with fundamental, technical, and cyclical analysis.

Martin Curry is a financial advisor at CS Planning Corp with 13 years of industry experience. He holds the CFP® and ChFC® designations. In addition to his advisory role, Curry is the president and owner of Curry Chiropractic Health Center PA and the owner and licensed broker of record at First Shore Realty, both based in Salisbury, Maryland. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model, constructing diversified portfolios tailored to clients’ risk tolerance and goals, with ongoing account monitoring and a range of investment strategies.

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.

Kathy Gordon is a financial advisor with Vanderbilt Advisory Services and holds Series 63 and Series 65 credentials. She has 36 years of industry experience, including twelve years at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. Outside of advisory work, she serves as secretary for The Kernaghan Foundation Inc., administrator for the Worcester County LOSAP Trust, and works as a tax preparer for Trilogy Tax Services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and a digital platform, with an investment approach that combines strategic asset allocation and various analytical methods tailored to client objectives.

Michael Mannone is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including roles at Penn Mutual Life Insurance Co, Hornor Townsend & Kent, and Capital Investment Management Inc. In addition to his advisory work, he is involved with Sawyer Wealth Management, focusing on life insurance and fixed annuity sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides comprehensive financial planning, portfolio management, and fiduciary services using a combination of project-based planning, fundamental security analysis, and a proprietary advisory platform.

Jeremy Meyer is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 credential and 23 years of industry experience. His prior roles include seven years at LPL Financial LLC and several years with M&T Securities, Inc. and PNC Wealth Management. Outside of advising, Meyer serves as a high school girls lacrosse official. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a range of portfolio management strategies, combining fundamental, technical, and cyclical analysis to meet client-specific needs.

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.

Trent Hofmeister is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2021. Prior to joining the firm, he was employed at Salisbury University and the Community College of Baltimore County. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework that includes mutual funds, ETFs, private investments, and unaffiliated separate account managers under centralized oversight.

William Staples is a financial advisor with TLG Advisors, Inc. based in Salisbury, MD, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide/Marshalls Insurance, spanning nearly two decades, and he currently operates William Staples Insurance & Financial Services, Inc. alongside his advisory role. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm employs a research-driven approach that combines fundamental analysis and Modern Portfolio Theory, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services, with unique client solutions like the Starlight Portfolios program.

Jude Cypher is a financial advisor at Wealthspire Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Stratos Wealth Advisors, Flagship Financial Advisors, and Regions Bank. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach, combining mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment-committee oversight.

Luke Smith is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Wealthspire Advisors with five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Salisbury University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate accounts, supported by centralized due diligence and ongoing client monitoring.

Vincent Weinkam is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic, he held positions at Make-A-Wish Central & Western NC, DoorDash, Outback Steakhouse, and Francos Italian Bistro. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.