Zachary Furshman is a financial advisor at Continuum Advisory, LLC with 10 years of industry experience. He has previously worked at Osaic Wealth, Inc., Triad Advisors, Morgan Stanley & Co., LLC, and Bank of New York Mellon. He holds Series 63 and Series 65 licenses and serves as Treasurer on a community HOA board. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm manages over $1.4 billion in assets and integrates affiliated implementation resources and institutional services, including licensed attorneys and CPAs among its professionals.

Jonathan Gimperling is a CFP® professional with 27 years of industry experience, currently affiliated with KCD Financial, Inc. He has been with Lincoln Financial Advisors Corp since 2003. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and investment strategies, offering both discretionary and non-discretionary advisory services along with access to third-party managed accounts.

Woodrow Willey Jr. is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist with 29 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and has previously worked at Arete Wealth Management LLC and Sherwood Associates Inc., where he also serves as Vice President and a CPA involved in tax preparation and planning. Willey is also licensed as a fixed life insurance agent. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm combines in-house management, third-party money managers, and sub-advisers in an open-architecture approach, and maintains an active broker-dealer business alongside its advisory services.

Loren Glaser is a CFP® professional with 26 years of industry experience, currently serving at WesBanco Securities, Inc. and WesBanco Bank since 2021. His prior experience includes roles at Merrill Lynch, Bank of America, BB&T, and SunTrust. He also holds a position as Vice President and Senior Investment Officer/Portfolio Manager for trust investments at WesBanco Trust. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee programs and third-party managed solutions, employing diverse analytical methods and investment strategies while maintaining affiliations with a bank, trust company, and insurance agency.

Jon Gasior II is a Series 65-licensed financial advisor with Integrity Advisory Solutions and has been in the industry since 2025. He also owns and operates an estate planning law firm, Gasior Law, LLC, where he prepares estate plans for clients. In addition, he provides investment advice to estate planning clients through Generational Capital Planning. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, sub-advisory, and client referral services, utilizing a network model of investment adviser representatives across multiple offices.

Larissa Costello is a financial advisor at Ethos Financial Group, LLC with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Alden Investment Advisors, Coastal Equities, Raymond James Financial Services, and Ameriprise Financial Services. In addition to her advisory role, she is involved in a family LLC formed with her husband and children. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations, offering investment management, financial planning, estate planning, and related consulting services. The firm uses diversified, risk-conscious model portfolios and incorporates third-party research and AI tools for operational support.

Biswojit Rebeiro is a financial advisor at WesBanco Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Edward Jones, Bank of America, Merrill, Chase, Wells Fargo Bank, M&T Bank, and Educational Systems Federal Credit Union. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies using fundamental, technical, and charting analysis, delivering customized financial planning and portfolio management through non-discretionary advisor-managed wrap accounts and other managed programs.

Robert Ryder Jr. is a financial advisor at Kingswood Wealth Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at HSBC Bank USA and HSBC Securities. 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 individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and plan advisory services.

Rakael Carr is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. She holds Series 65 and Series 63 credentials. Prior to joining the firm, she held positions within the University of Maryland Medical System and St. Joseph Medical Center UMMS. Outside of advising, she is a pastor and trustee at Champions of Christ Global Ministries and owns a budgeting and financial literacy business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of analytical and consulting services including actuarial analysis and tax-efficient portfolio strategies.

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.

Gregory Klingler is a CFP® professional with 23 years of industry experience, currently affiliated with Cape Investment Advisory, Inc. He has worked at American Global Wealth Management, Inc. since 2023 and Cape Securities Inc. since 2010. Klingler holds executive roles at the Government Employee Benefit Association, a nonprofit offering group insurance products, where he serves as COO and Vice President of Wealth Management. He is also a licensed real estate agent with Exit Community Realty. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and advisory services to individuals, businesses, pension and profit-sharing plans, and trusts. The firm employs a client-focused process that incorporates asset allocation plans based on risk tolerance and utilizes a combination of internal portfolio managers, sub-managers, and third-party asset managers.

James Gibbons is a financial advisor with Thurston Springer Advisors in Annapolis, MD, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Wells Fargo Advisors since 2012. Outside of his advisory role, Gibbons is involved in organizing nonprofit tech events and programs through Chesa Tech and serves as Co-Chair of the Chesapeake Regional Chapter of the Maryland Tech Council, where he helps organize programs and events. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Craig Johnson is a financial advisor with Cape Investment Advisory, Inc. He holds the Series 66 designation and has experience working at the Government Employees Benefits Association and Transamerica Agency Network. Prior to his advisory roles, he has a background that includes positions at enterprises such as de Lazy Lizard and Seacrets. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, with an investment process that incorporates personal client discussions, risk assessment, and asset allocation informed by historical data and optimization software.

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.

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.