Renee Lennon is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at Neuberger Berman and Fidelity Investments. Outside of her advisory work, she serves on the board of the Arts Council of Howard County, contributing to fundraising and strategic planning efforts. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm manages portfolios using a combination of active and passive strategies tailored to client objectives and is notable for its breadth of institutional work and operational features that integrate insurance and third-party management solutions.

Melanie Denk is a Series 65-licensed advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She has worked at The Prosperity Consulting Group, LLC since 2017 and has also served as Director of Operations at Access Title Company, LLC since 2002. At Access Title Company, she oversees document preparation, closing processes, and compliance requirements. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with about 63 advisors managing roughly $5 billion in assets, emphasizing asset allocation and diversification and utilizing third-party managers and technology platforms.

Theodore Crites is a CFP® and holds a Series 65 license, with two years of experience in financial advising. He is currently with Composition Wealth, LLC and has worked previously at Miracle Mile Advisors, Caplan Financial Group, and Manring & Farrell. Prior to his advisory career, he held roles in the restaurant industry and at Capital University. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and comprehensive portfolio oversight.

Robert Berg III is a Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at Heritage Financial Advisors, USAA, and Messiah University. Outside of financial advising, he has experience working with Mad Dog Lacrosse and Santa Fe Christian Schools. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including core-satellite, momentum, ESG, and faith-based allocations, with an emphasis on retirement-plan consulting and fiduciary services.

Mark Timmick is a financial advisor at Founders Financial Securities LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Timmick Financial Group, LLC since 2013. Outside of his advisory work, he is involved as a music DJ with Black Tie Entertainment and owns an investment newsletter called A Need to Know. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and combines advisory, broker-dealer, and insurance services through various investment programs and third-party partnerships.

David Kauffman is a CFP® with 26 years of industry experience, currently serving at CW Advisors, LLC. His prior professional background includes roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., Ferris, Baker Watts, LLC, Morgan Stanley Dw Inc., and Capital Investment Advisors. He is also a partner in Waypoint Consulting Group, a non-investment-related business. CW Advisors, LLC is a multi-team advisory firm providing investment management, comprehensive wealth management, financial planning, and family office services to a wide range of clients, including high-net-worth individuals, trusts, estates, and business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and it serves other registered investment advisers through its CW Advisor Solutions division.

Eric Holmes is a financial advisor at Signature Equity Partners, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Signature Equity Partners since 2026. Previously, he was with VALIC Financial Advisors for 18 years and AGIA for four years. Holmes is also appointed as an agent to sell non-securities insurance products. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team approach with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement consulting services.

Marc Magas is a financial advisor at Tucker Asset Management LLC with a Series 65 designation and two years of industry experience. He has previously worked at Magas Advisory Group and held roles at LGO Hospitality and Aerotek. Marc is also involved with Magas Advisory Group, dedicating time monthly to this investment-related activity. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation approach, integrating a variety of growth, fixed-income, and alternative investment strategies.

Christopher Imbach is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 license, and has 35 years of industry experience. He has been with Founders Financial Securities since 2006 and has a longstanding association with Noble Financial since 1999. Outside of his advisory work, Imbach serves as a volunteer firefighter and bingo operations treasurer at the Pikesville Volunteer Fire Department. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through various programs that integrate mutual funds, ETFs, model allocations, and sub-advised strategies.

Carl Noble is a CFA® charterholder with five years of industry experience. He is currently with Congress Wealth Management LLC and was previously at Pinnacle Advisory Group for 20 years. He is based in Columbia, MD. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and corporations. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group with affiliated trust and alternative-investment platform services.

Eric Meushaw is a CFP® professional with 23 years of industry experience, currently serving at Integrated Advisors Network LLC. He has been affiliated with Integrated Advisors Network and DFPG Investments, Inc. since 2015 and has led Financial Foundations, Inc. since 1998. In addition to his advisory roles, he owns and manages a consulting firm, H&M Strategic Consulting, LLC. Integrated Advisors Network is an SEC-registered multi-team adviser providing portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, estates, and corporate entities. The firm employs a range of investment strategies and frequently utilizes third-party sub-advisers while overseeing portfolio management and rebalancing.

Byron Moore is a financial advisor with Realta Investment Advisors, Inc in Columbia, MD, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes positions at Capital One Investing, LLC from 2015 to 2018. He is also the CEO of Sovereign Wealth Management, a fee-based investment advisory and financial planning firm. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning for individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through advisor interviews and employs diversified strategies including mutual funds, ETFs, equities, fixed income, and alternative investments.

Connor Flach is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial, LLC and Securities America Inc., and was previously employed at Loyola University Maryland. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis with strategic asset allocation and offers customized portfolios across multiple asset classes.

Chris Holcomb is a CFP® professional with 18 years of industry experience, currently serving at Vicus Capital, Inc. He has held roles at Heritage Financial Advisors, LLC and Cetera Wealth Services, LLC. Outside of his advisory work, Holcomb mentors entrepreneurs through SCORE and provides guidance on a customer experience certificate program at Ashland University. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a combination of fundamental and technical analysis across multiple strategies and providing specialized fiduciary consulting and plan-sponsor services.

Edna Kowitz is a financial advisor at Lexaurum Advisors in Owings Mills, MD, with 26 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior experience includes roles at Summit Financial Group, Northwestern Mutual Investment Management, and her own firm, Kowitz Financial Group. Outside of advisory work, she engages in fixed and traditional insurance, long-term care insurance, and fixed annuity sales. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, offering both discretionary and non-discretionary engagements.

Laura Curry is a financial advisor at Integrity Advisory Solutions with one year of experience in the industry. She holds a Series 65 credential and has a background that includes eight years at Sinclair Prosser Gasior dba Gasior Law LLC, where she worked as an attorney specializing in estate planning. Outside of advising, she is involved in managing recreational gymnastics facilities, contributing to payroll and compliance functions. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, and corporations, through a network of approximately 100 independent advisors and manages around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a range of investment approaches and third-party platforms.

Sean Dillon is a financial advisor with CW Advisors, LLC, holding Series 65 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Merrill. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and is integrated within the larger Osaic corporate group, providing access to additional trust, lending, and alternative investment services.

Kevin Chandler is a financial advisor at T. Rowe Price Advisory Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Amazon, Securitas Security Services, Howard Community College, Staples, and Abercrombie & Fitch. Outside of his advisory role, he is the CEO and part-owner of A & K Chandler LLC, a consulting business that assists small companies in acquiring federal government contracts. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price funds and uses tax-aware rebalancing and Monte Carlo simulations to deliver tailored retirement plans.

Matthew Spratt is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. since 2014. He holds a Series 66 designation and is based in Owings Mills, MD. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm’s approach includes goals-based planning, tax-aware portfolio management using proprietary T. Rowe Price mutual funds and ETFs, and employs Monte Carlo simulations for retirement income projections.

Patrick Farrell is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 12 years of industry experience. Farrell has been with T. Rowe Price since 2011. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by an online planning tool and financial advisor access.