Jeffrey D. Smith is a financial advisor with Private Client Services, LLC in Rockville, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at Private Client Services since 2020, with previous roles at Bright Futures Wealth Management, Cetera Advisors, and Brightline Financial. Outside of his advisory work, he serves as treasurer for a girls’ competitive gymnastics team parent association and acts as an expert witness for a legal firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and employs a structured discovery and risk-profiling process to develop customized investment strategies.

Dawn Wright is a CFP® and Series 65 licensed advisor with four years of industry experience. She is currently with Apollon Wealth Management, LLC and previously worked at CIC Wealth, LLC and Knollwood Investment Advisory. Outside of her advisory role, she manages a farming property. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser overseeing approximately $11.56 billion in client assets with a network of about 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, and various institutional clients, combining centrally managed strategies with locally managed portfolios and utilizing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI in its investment process.

Veralynn Morris is a financial advisor with AdvisorNet Wealth Partners, holding Series 63 and Series 65 licenses and over 30 years of industry experience. Her prior roles include nearly two decades at Potomac Financial Services Group LLC and over a decade with Capital Portfolio Management, Inc. She also serves as a Certified Divorce Financial Analyst, providing mediation and expert witness services related to marital property. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and employs both discretionary and non-discretionary management approaches.

Vincent Mccarron is a financial advisor at Merit Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, Inc., and National Planning Corporation. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes a long-term, diversified asset allocation strategy managed through centrally overseen model portfolios, supporting both discretionary and non-discretionary accounts.

Eric Dallavalle is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously operated Dallavalle Financial from 2015 to 2022 and has been with Founders Financial Securities since 2012. Outside of his advisory role, he serves as Treasurer for the Rotary Club of Carroll Creek’s Tour de Frederick community event. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and integrates advisory, brokerage, and insurance services through various programs and third-party sub-advisors.

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.

Craig Hebert is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has been with Foundations Investment Advisors since 2017 and also serves as a college funding advisor through College Craig, where he designs education and funding strategies for college-bound families. Additionally, he is involved in estate planning and private lending through related business activities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers tailored advice using a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing approach.

Daniel Pessagno is a financial advisor at Apollon Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CIC Wealth, LLC, Nationwide Investment Advisors, and Cadaret Grant. Outside of advising, he is involved with a business that offers group benefits to business owners. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth families, family offices, and retirement plans, combining centrally managed strategies with locally managed portfolios and employing a range of investment approaches and technologies.

Cynthia Perini is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Her career includes positions at Lincoln Investment Planning, Inc. since 2006, Sovereign Bank since 2004, and Raymond James Financial Services from 1999 to 2004. Outside of her advisory work, she serves on several nonprofit boards, including the Magnolia Foundation and MedSource Community Services, and participates in community fundraising and philanthropic initiatives. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, and retirement plan advice. The firm combines discretionary and non-discretionary investment management supported by an in-house research team and partners with institutional platforms such as Lincoln Investment and Pershing/BNY.

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.

Keith Mayhew is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked at RSM US Wealth Management LLC for 22 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Norman Hostetler is a CFP® and ChFC® with 41 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and previously held positions at Integrity Alliance, LLC, Lion Street Financial, LLC, and Hostetler & Church, LLC. Outside of financial advising, he manages multiple farming operations and owns a counseling practice called Beyond Wealth. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary and model-based allocations.

Krista Baumgardner is a CFP® professional with nine years of industry experience. She is currently with Choreo, LLC and previously worked at RSM US Wealth Management LLC and The Vanguard Group, Inc. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic, quantitative investment process and offers a range of advisory services such as portfolio management, financial planning, and specialized consulting for ultra-high-net-worth clients.

Mark Schlossenberg is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Freedom Financial Advisors of Maryland, and Potomac Wealth Advisors. Schlossenberg serves as a board member of Shoresh Inc., a nonprofit organization focused on building positive Jewish identity among children and their families. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios combined with fundamental, technical, and cyclical analysis in its investment approach, offering diverse services through a broad network of affiliated offices and advisers.

Rebeka King is a Series 65 licensed financial advisor with five years of industry experience. She is currently with Apollon Wealth Management, LLC and previously worked at Bridgemark Wealth Management. In addition to her advisory work, she is also involved in insurance sales as an agent. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets and serving a diverse client base including individuals, high-net-worth families, trusts, estates, and institutional clients. The firm employs a combination of centrally managed strategies and locally managed portfolios, utilizing fundamental analysis, ESG models, and technology tools such as generative AI, while also participating actively in pooled investment vehicles and private funds.

Marguerita Cheng is a CFP® professional with 27 years of industry experience, currently serving at Private Client Services, LLC since 2013. She previously worked at Ameriprise for 14 years and was CEO of Blue Ocean Global Wealth. Cheng contributes to financial media outlets including CNBC and Forbes and serves on the Certified Financial Planners Board of Directors. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and nonprofits. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering both discretionary and non-discretionary portfolio management alongside brokerage services through its FINRA membership.

Kevin Reese is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and several securities licenses. He has 37 years of industry experience, with a career largely spent at Navy Federal-affiliated entities dating back to 2002. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides layered investment solutions including unified managed accounts and automated ETF portfolios.

Tyler Miles is a CFP® professional with 10 years of experience in financial advising. He is currently with Wedmont Private Capital and has also worked at Triad Advisors, Keeney Financial Group, and several other firms throughout his career. Wedmont Private Capital provides ongoing financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm primarily employs a passive investment approach based on modern portfolio theory, using diversified portfolios of low-cost index funds alongside selective use of outside managers and specialized strategies for qualified clients.

Austin Pearl is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at CIC Wealth, LLC for six years and the U.S. Department of Defense for sixteen years. Outside of his advisory role, he is involved in insurance sales on a part-time basis. Apollon Wealth Management is a multi-team investment adviser with approximately 145 advisors overseeing about $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering a range of financial planning and portfolio management services.

Connor Stanley is a financial advisor with Apollon Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He has previously worked at Bridgemark Wealth Management and Northwestern Mutual. Stanley is also involved with Advisor Insurance Solutions, where he sells insurance products as needed to meet client requirements. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of around 145 advisors across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other entities, offering a range of services including financial planning, portfolio management, and consulting. Its investment approach combines centrally managed strategies with locally managed portfolios, utilizing fundamental analysis, ESG risk models, and technology tools such as generative AI.