Amanda Zack is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for nearly a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Bell is a financial advisor with Wealth Management Institute Ltd. in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wealth Management Institute Ltd. since 2001 and previously at American Portfolios Financial Services, Inc. from 2015 to 2024. Wealth Management Institute Ltd. is an independent firm that serves clients with personalized wealth management and investment advisory services.

Hondamir Burhon is a financial advisor with Catoctin Ridge Wealth Partners, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at PNC Investments and Grove Point Advisors. He is also involved in providing non-variable insurance services. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $102 million in assets primarily on a discretionary basis. The firm emphasizes diversified, long-term strategies and tailors recommendations through a combination of in-house management, third-party managers, and wrap-fee programs.

Eric Vinores is a CFP® with 16 years of industry experience, currently with Catoctin Ridge Wealth Partner. His prior experience includes roles at LPL Financial, Grove Point Investments, and Nationwide. He is also involved in Peak Benefits Group, a non-variable insurance business. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $102 million in assets with an emphasis on diversified, long-term strategies tailored to each client's financial situation.

David Rectenwald is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with LPL Financial. He has held roles at Grove Point Advisors, Nationwide Securities, and Huntington National Bank among others. He also provides investment advisory services through Catoctin Ridge Wealth Partners, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.