Robert Ryder Jr. is a financial advisor at Kingswood Wealth Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, HSBC Bank USA, and Mutual Advisors. Outside of his advisory role, he owns Renaissance Digital Investments Inc, a business related to custody services for clients. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform that incorporates third-party managers and sub-advisors to tailor investment strategies.

Rakael Carr is a financial advisor at IP Financial Advisory Services LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining IP Financial, Carr has held roles at Innovation Partners LLC and has over a decade of experience in the medical field, including a senior director position in medical coding at the University of Maryland Medical System. Outside of advisory work, Carr is a pastor and trustee at Champions of Christ Global Ministries and owns a business focused on budgeting and financial literacy. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and discretionary management strategies, focusing on non-high-net-worth investors and retirement plan participants while providing specialized consulting services such as actuarial analysis and tax planning.

Margaret Anderson is a financial advisor at Summit Financial, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and worked previously at Symphonic Financial Advisors LLC and Symphonic Securities LLC for 14 years. In addition to her advisory role, she offers insurance products as a broker through various companies, including an affiliated firm. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, utilizing both discretionary and consultative approaches.

Paul Furton is a CFP® professional with 40 years of industry experience, currently affiliated with Founders Financial Securities LLC. Since 2013, he has operated Furton Financial Services, providing investment and insurance-related services in Severna Park, Maryland. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, retirement consulting, and affiliated brokerage and insurance services. The firm employs various investment programs and combines advisory, broker-dealer, and insurance capabilities to deliver customized solutions.

Todd Tocco is a CFP® professional with 23 years of experience in the financial advisory industry. He is currently associated with Certified Advisory Corp and has been managing TJT Financial, LLC since 2014. His career includes over a decade at Certified Advisory Corp and continuing work at TJT Financial, LLC. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional analysis techniques with digital platforms like Betterment to provide comprehensive portfolio management and plan-level consulting.

Bryan Wasserman is a financial advisor at Continuum Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Triad Advisors and MassMutual. Outside of investment advisory, he is involved in insurance sales and benefits consulting through Kelly Risk Management and Kelly Insurance & Investments, Inc. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm manages over $1.4 billion in assets and offers tailored investment solutions using a variety of securities and model portfolios while providing institutional retirement plan consulting.

James Gibbons is a financial advisor with Thurston Springer Advisors in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory role, Gibbons is involved in organizing nonprofit technology events and programs, and he co-founded the Annapolis chapter of the Google Developers Group. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management with both buy-and-hold and active investment strategies.

Christopher De Giacomo is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has worked at McAdam LLC since 2019 and previously was affiliated with Johns Hopkins Business School and Johns Hopkins University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts primarily on a discretionary basis, employing a diversified approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized exposures such as direct indexing and private investment funds.

Michael Kelly II is a financial advisor with Continuum Advisory, LLC based in Annapolis, MD. He holds a Series 66 credential and has 11 years of industry experience. Prior to joining Continuum Advisory, he worked at Triad Advisors, Inc. and Signator Investors, Inc. In addition to his advisory role, he serves as Vice President of Kelly Rick Management, a company involved in property and liability insurance. 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 uses a range of investment vehicles and offers retirement plan consulting, with an emphasis on professional integration among its advisors who may hold additional licenses or provide related services.

Steven Mccartin is a financial advisor at Continuum Advisory, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Signator Investors, Inc. and OSAIC Wealth, Inc. Outside of advisory services, he operates MCCARTIN Financial Services, providing tax preparation and selling investment and insurance products. Continuum Advisory serves individual and institutional clients with financial planning, consulting, and discretionary portfolio management. The firm integrates professional services such as tax preparation and insurance within its team and offers retirement plan consulting and ERISA fiduciary roles.

Brendan O’Rourke is a CFP® with 11 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. His career includes roles at Kestra Advisory Services, Charles Schwab, Morgan Stanley, and First Command Financial Planning. He is also the owner of True North Wealth Solutions, LLC, a separate financial planning and wealth management business used for marketing and tax purposes. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios using discretionary and non-discretionary arrangements and employs various methods such as modern portfolio theory and technical analysis, often utilizing third-party managers and offering specialized in-house models.

Frederick Mcnair IV is a financial advisor with ValMark Advisers, Inc. in Annapolis, MD, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with ValMark Advisers and ValMark Securities since 2001 and previously worked with Minnesota Mutual Life and McNair & Company Inc./Minnesota Mutual. 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 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, along with proprietary platforms and a range of advisory services.

Michael Kelly is a financial advisor with Continuum Advisory, LLC in Annapolis, MD, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with several firms, including Triad Advisors, Inc., Signator Investors, Inc., and has led multiple business ventures such as Kelly Financial Advisors, Kelly Risk Management, LLC, and Kelly Benefits, Inc. Notably, he has past experience in acting, with residual income from work done over 15 years ago. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm supports integrated professional services among its advisors and utilizes a centralized platform for reporting and asset management.

Michael Burley is a financial advisor with Eagle Strategies (NY Life) in Annapolis, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2022 and is the owner of Burley Financial Group, which brokers a range of insurance and financial products. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

Adam Canevazzi is a financial advisor with Truist Advisory Services holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Services, First National Bank of Pennsylvania, and PNC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate collaboration.

Rebecca Craig is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 designations and has 30 years of industry experience. She has been with Kestra Advisory since 2016 and has operated Craig & Treff Financial Services since 2004, where she is involved in income tax preparation, planning, and insurance services including life insurance, long-term care insurance, and annuities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Ryan Hughes is a financial advisor with AE Wealth Management, LLC, holding Series 63, 65, and 66 licenses and possessing nine years of industry experience. He has worked at several firms, including Tucker Asset Management LLC and Bayview Advisors, where he also served as president overseeing insurance and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies. The firm manages substantial assets across a large client network, emphasizing standardized model and platform services.

Victor Maldonado is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has previously worked at Widmann Financial Services, Raymond James Financial Services, and other firms. Maldonado is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

George Breeden II is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and over 26 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America, LPL Financial, and Ameriprise. Outside of his advisory work, he is involved in multiple community organizations, serving as Vice President of the Eastern District Police Community Relations Council and as a board member for local community associations. He also leads Breeden Enterprizes, LLC and BSquared Ventures, LLC, businesses that engage in consulting, marketing, and various product lines including food and media. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers diversified investment programs, financial planning, and access to alternative investments, utilizing a mix of fundamental and technical analysis along with platform partnerships to provide a broad range of services.

Craig Elliott is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at T. Rowe Price, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.