Laura Sendldorfer is a financial advisor at Composition Wealth, LLC with six years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Composition Wealth, she worked at Kestra Investment Services, Kestra Advisory Services, and Offit Financial. Outside of her advisory role, Sendldorfer is a board member and President of the Financial Planning Association of Maryland and is a partner in two e-commerce businesses. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, diversified investment approach with a range of strategies and maintains a multi-advisor structure managing substantial discretionary 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.

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.

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.

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.

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.

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.

Ian Cully is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently an advisor at Ritholtz Wealth Management, where he has worked since 2025. Prior to joining Ritholtz, he spent seven years at Aspire Wealth Architects and three years at Wealthcare Capital Management. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm manages approximately $9.4 billion in assets and emphasizes a goal-based investment approach that incorporates behavioral finance principles and diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Richard Winer is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with SteelPeak Wealth Management since 2016 and is also an independent associate of Isagenix International, a health and nutrition product company. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices. The firm offers financial planning, discretionary portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and due diligence on private securities and pooled vehicles for eligible clients.

Douglas Coe is a CFP® professional with 17 years of industry experience. He is currently affiliated with Mariner Independent and previously worked at Valic Financial Advisors for 15 years. Outside of his advisory role, Coe holds ownership interests in an oil and gas investment LLC and a conservation easement investment group. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party manager access, and retirement plan services through an integrated platform supported by institutional and sub-advisory resources.

Arthur Deluca is a financial advisor with intrua Financial, holding a Series 66 credential and 22 years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services, with a background including Lynch Retirement Investment Group. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary management through various platforms and third-party managers.

Mark Youngs is a financial advisor at Ethos Financial Group, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Realta Investment Advisors, Inc. and Alden Investment Advisors LLC. Outside of his advisory role, he serves as the treasurer for Boy Scout Troop 1204 in Davidsonville, MD. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, providing both discretionary and non-discretionary investment management along with financial and estate planning services. The firm utilizes a core allocation approach combining index-based portfolios supplemented by third-party research and offers tax-overlay management and consultative support to other advisers.

Kevin Peterson is a CFP® with 15 years of industry experience, currently serving as an advisor at Mariner Independent. His prior roles include positions at Connect Wealth, Mutual Advisors, LLC, and Valic Financial Advisors. Outside of his advisory work, he coaches the golf team at Broadneck High School in Annapolis, MD. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and specialized retirement plan services through a platform that integrates institutional and retirement resources.

Lancer Cuddy is a financial advisor at Continuum Advisory, LLC with 25 years of industry experience. He has held positions at firms including Morgan Stanley Smith Barney and Citigroup Global Markets. Cuddy serves as power of attorney for his father, managing securities to cover medical expenses. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm offers a range of investment options and retirement plan consulting while maintaining a high level of professional integration among its advisors.

Paul Burns is a CFP® with 13 years of industry experience, currently serving as an advisor at Mariner Independent. His prior experience includes roles at Corebridge Financial and Valic Financial Advisors, where he worked for 12 years. Burns is also involved with Connect Wealth, offering investment services through the Mariner platform. 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 combines advisor-level discretionary management with access to model portfolios, third-party managers, and institutional resources.