Gregory Karanzalis is a financial advisor at Mariner Independent with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Valic Financial Advisors and Mutual Advisors, LLC. Outside of his advisory role, he serves as a notary public and is involved in managing a family real estate investment LLC. 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 supports both model portfolio and discretionary management approaches, offering access to affiliate investment resources and specialized retirement plan services.

Martin Hopkins is a CFP® with 22 years of industry experience, currently serving at Modern Wealth Management, LLC since 2024. Prior to this, he worked at Wealth Management Solutions and founded Hopkins Investment Management, LLC. He is also the manager of the general partner for a private fund through Hopkins Capital Partners GP, LLC. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model and offers a range of services such as discretionary investment management, financial and tax planning, estate assistance, and ERISA plan services.

William Moir is a CFP® and Series 66 licensed advisor with five years of industry experience. He currently works at Modera Wealth Management, LLC and has previously held positions at firms including Abich Financial Wealth Management, OSAIC, and Merrill. There are no reported outside business activities. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax services, supporting over 130 advisors and managing approximately $17.7 billion in assets.

Joseph Feldman is a CFP® professional with 24 years of industry experience, currently serving at ValMark Advisers, Inc. since 2005. He holds the Series 66 designation and is based in Annapolis, MD. Outside of his advisory role, he is involved in health insurance sales through GBS, Inc. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users. The firm offers diversified, goal-based portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence.

Lanta Evans is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Purshe Kaplan Sterling Investments, Wike Financial, Raymond James Financial, and LEM Financial Services, LLC. She is also the owner of LEM Financial Services, LLC, where she provides non-investment financial and business consulting. Concurrent Investment Advisors is an SEC-registered firm offering wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach incorporating ETFs, mutual funds, and selected individual securities.

Nicole Belanger is a financial advisor with Mariner Independent, holding Series 66 and Series 63 credentials and one year of industry experience. Her professional background includes roles at Mariner Platform Solutions, Connect Wealth, and Fidelity Investments. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

Alex Pagnotta is a financial advisor with Integrity Advisory Solutions who holds a Series 65 credential and has one year of industry experience. He also serves as an attorney providing legal advice on estate and trust matters at Sinclair Prosser Gasior and works as a polygraph examiner through his non-investment business, Alex Squared LLC. Integrity Advisory Solutions supports individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and other advisory services with a focus on tailored portfolio construction and diversified investment strategies.

Donald Moore Sr. is a financial advisor at Capital Analysts with 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Lincoln Investment since 2012. Moore serves on the Advisor Advisory Council of the Insured Retirement Institute, where he interacts with members across the insured retirement strategies ecosystem. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers a range of advisory services through customized and model portfolios.

Allen Bruce is a financial advisor with ON Investment Management Company who holds the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Financial Services, and A.R. Bruce & Company Inc., where he also serves as president. Bruce is a guest lecturer at Howard University School of Business, delivering annual sessions on financial planning topics. He is also the treasurer of the Headley Carter Cares Foundation, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through comprehensive and modular plans, access to third-party investment programs, and both discretionary and non-discretionary management options.

Brian Turner is a financial advisor at Procyon with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of Quorum Recycling, LLC, a company that facilitates partnerships between U.S. and international recycling businesses. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, employing a fundamentally driven, customized investment approach through a combination of internal management and third-party relationships.

Sean Mccomber is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and Lincoln Financial Advisors Corporation. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a blend of fundamental, quantitative, and technical analysis.

Johnny Brown is a financial advisor with Lombard Advisers Incorporated, holding a Series 66 designation and 18 years of industry experience. He has been with Lombard Securities Incorporated since 2009. In addition to his advisory work, he prepares individual income tax returns on a part-time basis during tax season. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, employing both discretionary and non-discretionary programs with a focus on client-directed trading authority.

Deborah Kelly is a CFP® with 16 years of experience in the financial industry. She is currently with Concurrent Investment Advisors, LLC and Potomac Financial Group, where she provides financial advice to clients. Prior to these roles, she worked at Raymond James Financial Services, Inc. for 17 years. Outside of her advisory work, she is an officer and president of D&E Kelly Services LLC, a support company unrelated to investment activities. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with strategies aligned to client goals, risk tolerance, and tax considerations.

Paul Fowler Jr. is a financial advisor at Moors & Cabot, Inc. in Annapolis, MD, with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Moors & Cabot since 2019, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Fowler Jr. is involved in the care and management of racehorses. Moors & Cabot provides investment advisory services to a wide range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Kevin Pinto is a CFP® professional with 27 years of industry experience. He is currently an advisor at Concurrent Investment Advisors, LLC, having joined the firm in 2026. Prior to this, he spent 15 years at Raymond James Financial Services Advisors and was involved with Wike Financial Dba Potomac Financial Group. Outside of his advisory role, he is an owner of DHJ Advisors, LLC, a support company. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm providing wealth management, financial planning, and retirement plan services to individuals, families, and institutions. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets with a multi-office platform.

Margaret Jones is a retirement plans specialist at MissionSquare Retirement with 22 years of industry experience. She has been with ICMA Retirement Corporation since 2013. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice developed by Morningstar Investment Management.

Charles Feldman is a ChFC® credentialed financial advisor with ValMark Advisers, Inc., bringing 56 years of industry experience. He has been with ValMark Advisers since 2001 and has operated his own advisory business since 1967. Feldman serves as co-trustee and co-director of family foundations and trusts and manages investment partnerships involving his immediate family. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios emphasizing multi-asset allocation, employing mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and solutions.

Gregory Wilkinson is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Deloitte Consulting, and the Air Force Cost Analysis Agency. He is also an independent contractor with Potomac Financial Group. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and uses a primarily long-term, portfolio-driven investment approach with ETFs, mutual funds, and selected individual securities.

Alphonso Houston is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 designations, with 39 years of industry experience. His background includes roles at AHW Advisors since 2006 and independent insurance agency work focusing on life, health, and annuities since 2014. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, using programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven, with accounts managed on discretionary or non-discretionary bases and maintained through third-party custodians.

Joshua Mazer is a CFP® with 39 years of industry experience and is associated with Thurston Springer Advisors. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he serves as a registered lobbyist educating Maryland state legislators on the risks and benefits of HPV vaccination. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit entities. The firm provides tailored financial planning and portfolio management services through a variety of discretionary and non-discretionary programs, employing investment strategies ranging from buy-and-hold to more active tactical approaches.